Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$77,977,061
-$2,097,201 QoQ
Shares Held
888,425
+3.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#179
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. NEE ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,977,061 | 888,425 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $80,074,262 | 862,126 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $69,047,784 | 860,087 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $61,125,611 | 809,718 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $54,865,818 | 790,346 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $49,196,241 | 693,980 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,669,582 | 790,481 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $67,252,151 | 795,601 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $60,221,426 | 850,465 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,792,023 | 857,331 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $80,484,265 | 1,325,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $51,403,680 | 897,254 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $67,075,983 | 903,989 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $102,524,260 | 1,330,102 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $114,843,409 | 1,373,725 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $129,501,327 | 1,651,592 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $122,062,628 | 1,575,815 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $133,369,202 | 1,574,421 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $141,655,407 | 1,517,303 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $118,492,646 | 1,509,076 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $107,266,384 | 1,463,788 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $90,596,279 | 1,198,205 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $88,658,002 | 1,149,164 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $76,564,091 | 275,847 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $65,955,004 | 274,618 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $58,758,200 | 244,195 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||