Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,941,003
-$2,073,133 QoQ
Shares Held
443,671
+0.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#271
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. NEE ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,941,003 | 443,671 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $41,014,136 | 441,582 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $37,666,814 | 469,193 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $24,632,839 | 326,306 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,276,178 | 335,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,276,693 | 427,094 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,068,770 | 335,734 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,465,507 | 301,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,688,104 | 263,919 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,754,965 | 246,518 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,856,419 | 261,054 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,728,339 | 274,539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,660,328 | 264,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,216,583 | 249,307 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,218,409 | 241,847 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,526,009 | 236,271 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,943,092 | 270,373 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $49,313,841 | 582,149 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,293,965 | 538,710 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $35,409,928 | 450,967 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $31,524,103 | 430,187 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $31,085,992 | 411,136 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,475,675 | 420,942 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $32,205,286 | 116,030 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $28,148,164 | 117,201 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $27,806,287 | 115,561 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||