Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,327,938
+$2,011,140 QoQ
Shares Held
49,310
+97.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#106
of 556 holders
Holding Since
Mar 2020
25 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, 2026CWA Asset Management Group, LLC holds $76,403,845 across 18 Utilities - Regulated Electric names. NEE ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
214,338 | $20,514,289 | |
| 2 | DUK |
Duke Energy CORP
|
131,791 | $16,682,104 | |
| 3 | EIX |
Edison International
|
77,835 | $5,794,815 | |
| 4 | ETR |
Entergy Corp /De/
|
50,406 | $5,789,633 | |
| 5 | POR |
Portland General Electric Co /Or/
|
100,356 | $5,201,451 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
48,259 | $5,163,713 | |
| 7 | ES |
Eversource Energy
|
64,962 | $4,694,803 | |
| 8 | NEE |
Nextera Energy Inc
This page
|
49,310 | $4,327,938 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,938 | 49,310 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,316,798 | 24,944 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,212,275 | 27,557 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,439,308 | 32,313 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,122,863 | 30,580 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,339,228 | 32,998 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,523,054 | 21,245 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,448,421 | 17,135 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $1,535,182 | 24,021 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,261,934 | 20,776 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $641,991 | 11,206 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $871,998 | 11,752 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,095,923 | 14,218 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,479,720 | 17,700 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,442,822 | 18,401 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,355,162 | 17,495 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,490,557 | 17,596 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,572,742 | 16,846 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,347,795 | 17,165 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,622,324 | 35,785 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,135,697 | 41,472 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,174,413 | 41,146 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $695,634 | 10,025 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $276,255 | 4,601 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $728,958 | 12,118 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||