Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,235,078
-$239,323 QoQ
Shares Held
48,252
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#855
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026Jacobi Capital Management LLC holds $21,662,468 across 17 Utilities - Regulated Electric names. NEE ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
48,252 | $4,235,078 | |
| 2 | PPL |
PPL Corp
|
103,973 | $3,779,418 | |
| 3 | SO |
Southern Co
|
28,766 | $2,753,193 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
23,920 | $1,941,347 | |
| 5 | DUK |
Duke Energy CORP
|
13,478 | $1,706,045 | |
| 6 | POR |
Portland General Electric Co /Or/
|
20,907 | $1,083,609 | |
| 7 | D |
Dominion Energy, Inc
|
15,130 | $1,033,227 | |
| 8 | EXC |
Exelon Corp
|
19,032 | $887,271 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,235,078 | 48,252 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,474,401 | 48,174 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,821,167 | 47,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,642,015 | 48,245 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,343,891 | 48,169 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,211,175 | 45,298 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $3,112,206 | 43,412 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,624,139 | 42,874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,018,842 | 42,633 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,755,543 | 43,116 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,391,455 | 39,372 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,177,020 | 38,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,650,424 | 35,720 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,647,312 | 34,345 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,848,252 | 34,070 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,616,228 | 33,366 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,661,060 | 34,354 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,485,730 | 29,344 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,617,814 | 28,040 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,079,288 | 26,481 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,901,542 | 25,949 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,913,311 | 25,305 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,947,960 | 25,249 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,764,448 | 6,357 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,546,694 | 6,440 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,552,720 | 6,453 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||