Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,757,433
-$528,514 QoQ
Shares Held
42,810
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#260
of 1,171 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. NEE ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,757,433 | 42,810 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,285,947 | 46,145 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,401,704 | 42,373 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,979,514 | 39,469 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $2,471,296 | 34,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,438,965 | 34,021 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,870,638 | 33,960 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,219,468 | 31,344 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,101,041 | 17,228 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $766,660 | 12,622 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,056,828 | 18,447 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,167,388 | 15,733 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,238,136 | 16,063 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,023,598 | 12,244 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $981,065 | 12,512 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $963,602 | 12,440 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $894,707 | 10,562 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $987,655 | 10,579 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $892,615 | 11,368 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $894,822 | 12,211 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,210,062 | 16,004 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,012,825 | 13,128 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $981,174 | 3,535 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $893,912 | 3,722 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $760,599 | 3,161 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||