Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,001,774
-$2,227,151 QoQ
Shares Held
296,249
-2.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#347
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$16,056
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. NEE ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
296,249 | $26,001,774 | |
| 2 | PPL |
PPL Corp
|
295,058 | $10,725,358 | |
| 3 | EXC |
Exelon Corp
|
220,583 | $10,283,579 | |
| 4 | ED |
Consolidated Edison Inc
|
77,546 | $8,578,913 | |
| 5 | XEL |
Xcel Energy Inc
|
87,465 | $7,023,439 | |
| 6 | ES |
Eversource Energy
|
84,891 | $6,135,072 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,059 | $2,225,519 | |
| 8 | DUK |
Duke Energy CORP
|
17,146 | $2,170,340 |
All Filings in NEE
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,001,774 | 296,249 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,228,925 | 303,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,197,145 | 351,235 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $16,056 | 200 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $15,098 | 200 | Put | Sole | 2026-01-22 | |
| 2025-09-30 | $26,618,302 | 352,607 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $20,099,450 | 289,534 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $13,884 | 200 | Put | Sole | 2026-01-22 | |
| 2025-03-31 | $20,744,328 | 292,627 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,338 | 200 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $20,596,537 | 287,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,906 | 200 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $35,212,660 | 416,570 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,162 | 200 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $31,483,187 | 444,615 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,943,432 | 405,937 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,083,891 | 264,799 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,049,971 | 245,243 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,244,963 | 245,889 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $2,968,000 | 40,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $2,624,574 | 34,050 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,433,786 | 41,074 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,729,452 | 34,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,471,214 | 44,813 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,669,638 | 55,125 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,663,362 | 82,084 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,664,432 | 72,140 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,651,960 | 63,482 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,958,485 | 52,354 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,932,240 | 38,007 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,605,178 | 9,386 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,013,104 | 8,382 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,756,766 | 7,301 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||