Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,426,416
-$82,350 QoQ
Shares Held
50,432
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#841
of 3,000 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $19,374,142 across 9 Utilities - Regulated Electric names. NEE ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,247 | $4,809,140 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
50,432 | $4,426,416 | |
| 3 | DUK |
Duke Energy CORP
|
32,081 | $4,060,812 | |
| 4 | D |
Dominion Energy, Inc
|
29,144 | $1,990,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
12,880 | $1,503,997 | |
| 6 | ED |
Consolidated Edison Inc
|
10,478 | $1,159,181 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,226 | $748,782 | |
| 8 | LNT |
Alliant Energy Corp
|
4,772 | $364,055 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,426,416 | 50,432 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,508,766 | 48,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,843,324 | 47,874 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,843,195 | 50,910 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,267,391 | 47,067 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,271,360 | 46,147 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $1,477,961 | 20,616 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,742,670 | 20,616 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,461,235 | 20,636 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,297,884 | 20,308 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,233,507 | 20,308 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,171,007 | 20,440 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,506,853 | 20,308 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $1,547,997 | 20,083 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,701,009 | 20,347 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,603,876 | 20,455 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,581,655 | 20,419 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $303,606 | 3,252 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||