Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,135,694
-$1,013,327 QoQ
Shares Held
138,267
-2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#514
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. NEE ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
|
9,417 | $901,301 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,135,694 | 138,267 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $13,149,021 | 141,570 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $11,766,318 | 146,566 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $10,357,529 | 137,204 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,442,508 | 136,020 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $10,216,383 | 144,116 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $10,707,188 | 149,354 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,587,446 | 148,911 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $10,517,126 | 148,526 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $9,612,575 | 150,408 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $9,516,986 | 156,684 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $14,693,968 | 256,484 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $16,559,584 | 223,175 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $21,549,255 | 279,570 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $21,781,060 | 260,539 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $21,279,297 | 271,385 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $19,406,672 | 250,538 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $19,961,317 | 235,643 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $10,604,108 | 113,583 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,701,616 | 123,556 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,508,864 | 143,407 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,991,065 | 158,591 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $14,914,406 | 193,317 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,781,818 | 38,845 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $7,628,759 | 31,764 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,779,866 | 7,397 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||