Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$51,867,067
+$3,148,721 QoQ
Shares Held
590,943
+12.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#234
of 2,993 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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. NEE ranks #1 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,867,067 | 590,943 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $48,718,346 | 524,530 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $42,635,262 | 531,082 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,896,766 | 528,504 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $35,978,164 | 518,268 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $35,511,423 | 500,937 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $42,573,249 | 593,852 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $53,376,975 | 631,456 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $48,313,521 | 682,298 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $43,275,058 | 677,125 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $38,372,434 | 631,749 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $36,145,234 | 630,917 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $48,303,680 | 650,993 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $35,867,790 | 465,332 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,944,786 | 453,885 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,595,217 | 568,744 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $43,732,134 | 564,577 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $48,493,256 | 572,462 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $23,704,104 | 253,900 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $20,204,687 | 257,319 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $18,832,373 | 256,992 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $15,758,863 | 208,423 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $14,439,471 | 187,161 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $11,180,394 | 40,281 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $8,518,589 | 35,469 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,953,279 | 49,677 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||