Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,294,235
-$3,445,493 QoQ
Shares Held
1,119,907
+2.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#148
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $489,887,390 across 42 Utilities - Regulated Electric names. NEE ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,119,907 | $98,294,235 | |
| 2 | DUK |
Duke Energy CORP
|
626,941 | $79,358,190 | |
| 3 | SO |
Southern Co
|
621,416 | $59,475,723 | |
| 4 | AEP |
American Electric Power Co Inc
|
253,646 | $34,701,307 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
251,293 | $29,343,482 | |
| 6 | D |
Dominion Energy, Inc
|
347,590 | $23,736,920 | |
| 7 | ED |
Consolidated Edison Inc
|
172,840 | $19,121,287 | |
| 8 | DTE |
Dte Energy Co
|
89,624 | $13,656,007 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,294,235 | 1,119,907 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $101,739,728 | 1,095,389 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $78,779,725 | 981,312 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $72,034,291 | 954,223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,864,235 | 747,108 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $37,937,632 | 535,162 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $46,487,665 | 648,454 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $56,937,713 | 673,580 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $47,397,873 | 669,367 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,660,751 | 683,160 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $62,325,492 | 1,026,103 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $73,769,006 | 1,287,642 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $71,388,631 | 962,111 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $73,884,336 | 958,541 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $82,929,940 | 991,985 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $72,673,049 | 926,834 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,136,841 | 892,549 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $66,665,858 | 859,988 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $80,394,532 | 861,124 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $62,358,930 | 794,179 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $56,997,912 | 777,810 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $57,852,760 | 765,147 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $55,076,840 | 713,893 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $49,467,571 | 178,223 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,695,188 | 173,607 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,679,531 | 444,632 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||