Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$39,879,878
+$1,302,821 QoQ
Shares Held
454,368
+9.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#265
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. NEE ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,190,736 | $81,315,360 | |
| 2 | EIX |
Edison International
|
698,286 | $51,987,392 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
454,368 | $39,879,878 | |
| 4 | FE |
Firstenergy Corp
|
606,726 | $28,843,754 | |
| 5 | ES |
Eversource Energy
|
388,873 | $28,103,851 | |
| 6 | SO |
Southern Co
|
250,850 | $24,008,853 | |
| 7 | DUK |
Duke Energy CORP
|
147,934 | $18,725,484 | |
| 8 | ED |
Consolidated Edison Inc
|
137,715 | $15,235,409 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,879,878 | 454,368 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $38,577,057 | 415,343 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,576,436 | 306,134 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $23,493,997 | 311,220 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $21,006,144 | 302,595 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $21,878,283 | 308,623 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $23,493,601 | 327,711 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $24,622,489 | 291,287 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $28,696,601 | 405,262 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $21,742,373 | 340,203 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $23,123,352 | 380,694 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $27,368,119 | 477,712 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $27,375,793 | 368,946 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $21,428,778 | 278,007 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $25,641,959 | 306,722 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $26,803,046 | 341,832 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $26,512,930 | 342,279 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $30,255,277 | 357,163 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $35,817,376 | 383,648 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $29,604,709 | 377,034 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $29,628,642 | 404,321 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $31,704,407 | 419,315 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $29,380,648 | 380,825 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $10,017,417 | 36,091 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $8,216,936 | 34,213 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $9,979,473 | 41,474 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||