Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,314,179
+$283,769 QoQ
Shares Held
14,973
+35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,456
of 3,000 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AlTi Global, Inc. holds $11,217,881 across 10 Utilities - Regulated Electric names. NEE ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
87,565 | $6,519,214 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
14,973 | $1,314,179 | |
| 3 | ED |
Consolidated Edison Inc
|
9,555 | $1,057,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,934 | $538,209 | |
| 5 | XEL |
Xcel Energy Inc
|
5,893 | $473,207 | |
| 6 | DUK |
Duke Energy CORP
|
2,633 | $333,284 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,544 | $287,630 | |
| 8 | ETR |
Entergy Corp /De/
|
2,370 | $272,217 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314,179 | 14,973 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,030,410 | 11,094 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $953,565 | 11,878 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,190,778 | 15,774 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $978,335 | 14,093 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $837,281 | 11,811 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $684,854 | 9,553 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,032,110 | 12,210 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $539,783 | 7,623 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $353,869 | 5,537 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,066,958 | 17,566 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||