Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,667,828
-$634,832 QoQ
Shares Held
121,543
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#551
of 3,000 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simmons Bank holds $34,432,799 across 9 Utilities - Regulated Electric names. NEE ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
121,543 | $10,667,828 | |
| 2 | SO |
Southern Co
|
81,775 | $7,826,684 | |
| 3 | DUK |
Duke Energy CORP
|
34,896 | $4,417,135 | |
| 4 | ETR |
Entergy Corp /De/
|
37,441 | $4,300,473 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,789 | $3,665,003 | |
| 6 | D |
Dominion Energy, Inc
|
34,443 | $2,352,112 | |
| 7 | EXC |
Exelon Corp
|
16,071 | $749,229 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,733 | $252,481 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,667,828 | 121,543 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,302,660 | 121,691 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,488,773 | 118,196 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,653,266 | 114,628 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,918,807 | 114,071 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,035,521 | 113,352 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,311,880 | 115,942 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,799,984 | 115,935 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,996,926 | 112,935 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,169,934 | 112,188 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,398,775 | 105,347 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,941,259 | 103,705 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,775,194 | 104,787 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,846,742 | 101,800 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,549,436 | 102,266 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,022,439 | 102,314 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,786,200 | 100,519 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $8,038,469 | 94,894 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,940,992 | 95,769 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $7,540,353 | 96,031 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,293,850 | 99,534 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,329,783 | 96,942 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,262,959 | 81,179 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,582,286 | 20,112 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,892,262 | 20,370 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,793,855 | 15,767 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||