Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,335,788
-$917,653 QoQ
Shares Held
174,727
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#454
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. NEE ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
174,727 | $15,335,788 | |
| 2 | SO |
Southern Co
|
76,426 | $7,314,732 | |
| 3 | AEP |
American Electric Power Co Inc
|
49,974 | $6,836,942 | |
| 4 | D |
Dominion Energy, Inc
|
83,617 | $5,710,204 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
40,494 | $4,728,483 | |
| 6 | ETR |
Entergy Corp /De/
|
37,368 | $4,292,088 | |
| 7 | XEL |
Xcel Energy Inc
|
46,626 | $3,744,067 | |
| 8 | NGG |
National Grid PLC
|
37,747 | $3,128,092 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,335,788 | 174,727 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,253,441 | 174,994 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,410,290 | 167,044 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $5,886,558 | 77,978 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,822,750 | 55,067 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $5,953,909 | 83,988 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $3,051,413 | 42,564 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $3,331,411 | 39,411 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,697,648 | 38,097 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,160,221 | 33,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,056,170 | 33,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,728,783 | 30,176 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,719,093 | 117,508 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,825,736 | 114,501 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,847,053 | 105,826 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,856,995 | 100,204 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,865,667 | 88,635 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,699,883 | 79,092 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,554,618 | 70,208 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,325,461 | 67,823 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,733,521 | 64,595 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,676,780 | 61,854 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,853,197 | 62,906 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,203,368 | 15,144 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,707,984 | 15,439 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,629,030 | 15,082 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||