Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$642,543
+$68,140 QoQ
Shares Held
6,918
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Vivaldi Capital Management LP holds $954,114 across 2 Utilities - Regulated Electric names. NEE ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,918 | $642,543 | |
| 2 | EXC |
Exelon Corp
|
6,356 | $311,571 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $642,543 | 6,918 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $574,403 | 7,155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $599,164 | 7,937 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $531,271 | 7,653 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $428,104 | 6,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $399,743 | 5,576 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $381,399 | 4,512 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,202 | 4,522 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $268,102 | 4,195 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $295,439 | 4,864 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $292,348 | 3,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $261,224 | 3,389 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $474,513 | 5,676 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $441,526 | 5,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $436,254 | 5,632 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $473,528 | 5,590 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $533,739 | 5,717 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $435,393 | 5,545 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $406,337 | 5,545 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $426,818 | 5,645 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $589,426 | 7,640 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,243,795 | 8,084 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $485,383 | 2,021 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $509,392 | 2,117 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||