Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,196,020
-$68,472 QoQ
Shares Held
47,807
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#863
of 3,015 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ethic Inc. holds $124,308,016 across 30 Utilities - Regulated Electric names. NEE ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
387,468 | $18,063,758 | |
| 2 | ED |
Consolidated Edison Inc
|
162,939 | $18,025,941 | |
| 3 | EIX |
Edison International
|
137,989 | $10,273,281 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
123,610 | $10,032,187 | |
| 5 | ES |
Eversource Energy
|
132,466 | $9,573,317 | |
| 6 | AEE |
Ameren Corp
|
44,383 | $5,017,054 | |
| 7 | EVRG |
Evergy, Inc.
|
55,341 | $4,783,122 | |
| 8 | NEE |
Nextera Energy Inc
This page
|
47,807 | $4,196,020 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,196,020 | 47,807 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||