Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$86,940,485
+$20,464,412 QoQ
Shares Held
990,549
+38.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#170
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)
Derivatives in NEE
reported options exposure · as of Dec 31, 2023CallValue
$40,500
CallShares
150,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $97,323,596 across 8 Utilities - Regulated Electric names. NEE ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
990,549 | $86,940,485 | |
| 2 | SO |
Southern Co
|
79,866 | $7,643,974 | |
| 3 | EXC |
Exelon Corp
|
55,125 | $2,569,927 | |
| 4 | DUK |
Duke Energy CORP
|
667 | $84,428 | |
| 5 | EIX |
Edison International
|
353 | $26,280 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
321 | $26,052 | |
| 7 | ES |
Eversource Energy
|
360 | $26,017 | |
| 8 | PPL |
PPL Corp
|
177 | $6,433 |
All Filings in NEE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,940,485 | 990,549 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $66,476,073 | 715,720 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $55,268,604 | 688,448 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,561,513 | 709,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,639,687 | 671,848 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,746,165 | 645,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,488,062 | 522,919 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $46,634,017 | 551,686 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,507,367 | 656,791 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $52,739,295 | 825,212 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $55,678,048 | 916,662 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $40,500 | 150,000 | Call | Sole | 2024-02-12 | |
| 2023-09-30 | $43,548,187 | 760,136 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,809,758 | 738,676 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $48,500,584 | 629,224 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,700,088 | 450,958 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,589,753 | 237,084 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $25,970,865 | 335,281 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,813,834 | 210,292 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $16,511,087 | 176,854 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $13,350,126 | 170,022 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,116,209 | 151,695 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,472,060 | 138,501 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,303,485 | 42,819 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $546,238 | 1,968 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $367,219 | 1,529 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $290,428 | 1,207 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||