Position in NEE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,264,492
+$863,591 QoQ
Shares Held
45,914
+8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. NEE ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
164,899 | $18,663,268 | |
| 2 | EXC |
Exelon Corp
|
358,659 | $17,581,464 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
122,284 | $9,898,889 | |
| 4 | ES |
Eversource Energy
|
141,098 | $9,775,269 | |
| 5 | EIX |
Edison International
|
91,422 | $6,690,261 | |
| 6 | SO |
Southern Co
|
51,547 | $4,975,315 | |
| 7 | NEE |
Nextera Energy Inc
This page
|
45,914 | $4,264,492 | |
| 8 | ETR |
Entergy Corp /De/
|
22,120 | $2,485,403 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,264,492 | 45,914 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,400,901 | 42,363 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,794,035 | 37,012 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,696,619 | 38,845 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,605,774 | 36,758 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,202,962 | 30,729 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,432,529 | 16,947 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,773,861 | 25,051 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,083,082 | 16,947 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,190,686 | 19,603 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $903,062 | 15,763 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $714,620 | 9,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $778,508 | 10,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $889,253 | 10,637 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $601,796 | 7,675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,378 | 6,292 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $405,591 | 4,788 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $358,595 | 3,841 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $294,135 | 3,746 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||