Position in NEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,881,086
-$166,639 QoQ
Shares Held
21,432
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,227
of 2,993 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, 2026CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. NEE ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
16,824 | $2,301,691 | |
| 2 | SO |
Southern Co
|
21,222 | $2,031,157 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
21,432 | $1,881,086 | |
| 4 | DUK |
Duke Energy CORP
|
7,220 | $913,907 | |
| 5 | PPL |
PPL Corp
|
19,600 | $712,460 | |
| 6 | DTE |
Dte Energy Co
|
4,465 | $680,332 | |
| 7 | XEL |
Xcel Energy Inc
|
7,595 | $609,878 | |
| 8 | D |
Dominion Energy, Inc
|
8,094 | $552,739 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,086 | 21,432 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,047,725 | 22,047 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,763,029 | 21,961 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,937,979 | 25,672 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $880,662 | 12,686 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $893,993 | 12,611 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $724,929 | 10,112 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $734,650 | 8,691 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $667,809 | 9,431 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $675,592 | 10,571 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $673,971 | 11,096 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $635,174 | 11,087 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,165,088 | 15,702 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,125,753 | 14,605 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $845,864 | 10,118 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $460,423 | 5,872 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $539,896 | 6,970 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $518,255 | 6,118 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,887,136 | 41,636 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,050,314 | 26,112 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $344,049 | 4,695 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $287,998 | 3,809 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $286,149 | 3,709 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $374,428 | 1,349 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $125,608 | 523 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $183,833 | 764 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||