Position in NEE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,959,977
+$691,008 QoQ
Shares Held
53,402
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.57%
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, 2026Anchor Investment Management, LLC holds $25,291,361 across 20 Utilities - Regulated Electric names. NEE ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
82,941 | $10,860,294 | |
| 2 | SO |
Southern Co
|
75,927 | $7,328,474 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
53,402 | $4,959,977 | |
| 4 | D |
Dominion Energy, Inc
|
11,988 | $741,098 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,235 | $555,123 | |
| 6 | FE |
Firstenergy Corp
|
4,000 | $202,640 | |
| 7 | ES |
Eversource Energy
|
2,546 | $176,386 | |
| 8 | ED |
Consolidated Edison Inc
|
1,211 | $137,060 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,959,977 | 53,402 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,268,969 | 53,176 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $4,052,529 | 53,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,774,087 | 54,366 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,666,289 | 51,718 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,897,211 | 54,362 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,410,606 | 52,178 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $3,535,260 | 49,926 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,880,615 | 29,426 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,999,257 | 32,915 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,824,858 | 31,853 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $2,389,388 | 32,202 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $2,449,602 | 31,780 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $2,585,915 | 30,932 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $2,482,931 | 31,666 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $2,459,277 | 31,749 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $2,686,154 | 31,710 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $2,812,470 | 30,125 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $2,290,742 | 29,174 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $2,137,870 | 29,174 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $2,204,560 | 29,157 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $2,249,462 | 29,157 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $1,851,602 | 6,671 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $1,656,212 | 6,896 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $1,659,315 | 6,896 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||