Position in NEE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,690,694
+$215,790 QoQ
Shares Held
18,203
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Sunbelt Securities, Inc. holds $4,891,603 across 26 Utilities - Regulated Electric names. NEE ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
18,203 | $1,690,694 | |
| 2 | EVRG |
Evergy, Inc.
|
7,348 | $601,948 | |
| 3 | DUK |
Duke Energy CORP
|
3,852 | $504,380 | |
| 4 | D |
Dominion Energy, Inc
|
7,126 | $440,529 | |
| 5 | SO |
Southern Co
|
4,211 | $406,445 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,580 | $338,186 | |
| 7 | ETR |
Entergy Corp /De/
|
2,818 | $316,630 | |
| 8 | XEL |
Xcel Energy Inc
|
2,845 | $226,006 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,690,694 | 18,203 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,474,904 | 18,372 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,406,378 | 18,630 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,382,707 | 19,918 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,352,935 | 19,085 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,427,921 | 19,918 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,731,681 | 20,486 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,485,735 | 20,982 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $453,505 | 7,096 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,741,901 | 28,678 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,686,273 | 29,434 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $2,168,198 | 29,221 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $2,248,654 | 29,173 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,169,898 | 13,994 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,278,631 | 16,307 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,282,195 | 16,553 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,465,652 | 17,302 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,738,363 | 18,620 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $998,617 | 12,718 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $931,975 | 12,718 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $975,217 | 12,898 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $974,635 | 12,633 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $806,866 | 2,907 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $679,200 | 2,828 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,031,537 | 4,287 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||