Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$608,947
+$20,553 QoQ
Shares Held
6,938
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,903
of 3,000 holders
Holding Since
Sep 2020
23 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, 2026Optas, LLC holds $5,622,034 across 17 Utilities - Regulated Electric names. NEE ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
8,186 | $678,373 | |
| 2 | DUK |
Duke Energy CORP
|
5,086 | $643,785 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
6,938 | $608,947 | |
| 4 | ED |
Consolidated Edison Inc
|
4,221 | $466,968 | |
| 5 | EXC |
Exelon Corp
|
8,449 | $393,892 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,252 | $308,094 | |
| 7 | ES |
Eversource Energy
|
3,816 | $275,781 | |
| 8 | SO |
Southern Co
|
2,704 | $258,798 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,947 | 6,938 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $588,394 | 6,335 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $496,370 | 6,183 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $433,008 | 5,736 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $353,762 | 5,096 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $352,605 | 4,974 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $439,172 | 6,126 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $419,098 | 4,958 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $289,469 | 4,088 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $215,119 | 3,366 | Shares | Other | 2024-04-18 | |
| 2023-09-30 | $206,701 | 3,608 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $266,079 | 3,586 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $264,229 | 3,428 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $360,064 | 4,307 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $345,395 | 4,405 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $319,288 | 4,122 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $340,787 | 4,023 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $362,703 | 3,885 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $303,400 | 3,864 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $280,881 | 3,833 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $286,258 | 3,786 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $218,488 | 2,832 | Shares | Other | 2021-01-27 | |
| 2020-09-30 | $375,537 | 1,353 | Shares | Other | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||