Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$875,593
-$3,422 QoQ
Shares Held
9,976
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 556 holders
Holding Since
Mar 2020
17 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, 2026Perpetual Ltd holds $151,642,387 across 8 Utilities - Regulated Electric names. NEE ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
608,698 | $65,130,686 | |
| 2 | XEL |
Xcel Energy Inc
|
688,313 | $55,271,533 | |
| 3 | ETR |
Entergy Corp /De/
|
222,552 | $25,562,322 | |
| 4 | NGG |
National Grid PLC
|
28,478 | $2,359,971 | |
| 5 | PCG |
PG&E Corp
|
104,298 | $1,754,292 | |
| 6 | NEE |
Nextera Energy Inc
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|
9,976 | $875,593 | |
| 7 | DUK |
Duke Energy CORP
|
3,554 | $449,864 | |
| 8 | SO |
Southern Co
|
2,488 | $238,126 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,593 | 9,976 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $879,015 | 9,464 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $550,319 | 6,855 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $517,483 | 6,855 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $756,955 | 10,904 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $772,984 | 10,904 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $781,707 | 10,904 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $921,715 | 10,904 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $772,112 | 10,904 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $696,874 | 10,904 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $662,308 | 10,904 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $887,822 | 15,497 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $904,645 | 12,192 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $946,465 | 12,279 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $1,652,384 | 23,813 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $1,255,248 | 20,906 | Shares | Sole | 2020-12-08 | |
| 2020-03-31 | $978,421 | 16,265 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||