Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$145,259
-$5,763 QoQ
Shares Held
1,655
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,766
of 2,997 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Davis Capital Management holds $2,814,114 across 24 Utilities - Regulated Electric names. NEE ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
20,624 | $1,782,532 | |
| 2 | SO |
Southern Co
|
8,898 | $851,627 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
1,655 | $145,259 | |
| 4 | DUK |
Duke Energy CORP
|
118 | $14,936 | |
| 5 | AEP |
American Electric Power Co Inc
|
18 | $2,462 | |
| 6 | D |
Dominion Energy, Inc
|
24 | $1,638 | |
| 7 | EXC |
Exelon Corp
|
35 | $1,631 | |
| 8 | XEL |
Xcel Energy Inc
|
18 | $1,445 |
All Filings in NEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,259 | 1,655 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $151,022 | 1,626 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $129,893 | 1,618 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $122,142 | 1,618 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $113,353 | 1,599 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $114,632 | 1,599 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $135,163 | 1,599 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $113,225 | 1,599 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $135,936 | 2,127 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $129,193 | 2,127 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $124,888 | 520 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $125,122 | 520 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||