Position in NEE
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,879,806
+$3,589,130 QoQ
Shares Held
74,072
+80.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Banque Cantonale Vaudoise holds $31,350,572 across 20 Utilities - Regulated Electric names. NEE ranks #1 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
74,072 | $6,879,806 | |
| 2 | DUK |
Duke Energy CORP
|
40,308 | $5,277,929 | |
| 3 | EXC |
Exelon Corp
|
66,179 | $3,244,094 | |
| 4 | XEL |
Xcel Energy Inc
|
39,735 | $3,156,548 | |
| 5 | SO |
Southern Co
|
18,270 | $1,763,420 | |
| 6 | D |
Dominion Energy, Inc
|
28,018 | $1,732,072 | |
| 7 | PCG |
PG&E Corp
|
98,435 | $1,729,502 | |
| 8 | ED |
Consolidated Edison Inc
|
12,036 | $1,362,234 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,879,806 | 74,072 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,290,676 | 40,990 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,452,960 | 85,481 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,002,811 | 100,876 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,207,031 | 101,665 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $10,605,386 | 125,463 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,740,170 | 109,309 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,032,017 | 94,383 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,182,542 | 101,787 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,749,394 | 100,356 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,469,929 | 114,150 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,058,137 | 91,569 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,656,087 | 91,580 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,382,300 | 94,150 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,502,232 | 96,853 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,436,949 | 123,208 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,296,092 | 120,995 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,968,239 | 114,216 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,398,986 | 114,615 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,421,063 | 111,375 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,514,600 | 123,326 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $8,397,855 | 30,256 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,360,557 | 34,811 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $9,676,292 | 40,214 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||