Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,723,202
-$267,665 QoQ
Shares Held
42,420
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#907
of 3,000 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Cohen Investment Advisors LLC holds $5,555,965 across 4 Utilities - Regulated Electric names. NEE ranks #1 (67.0% of the industry book) .
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,723,202 | 42,420 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $3,990,867 | 42,968 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $3,437,188 | 42,815 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,172,391 | 42,024 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,761,041 | 39,773 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,566,856 | 36,209 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,475,957 | 34,537 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,881,796 | 34,092 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,965,685 | 27,760 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,028,886 | 31,746 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,795,899 | 29,567 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,590,370 | 27,760 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,050,888 | 27,640 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,066,360 | 26,808 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,271,077 | 27,166 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,088,528 | 26,636 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,091,497 | 27,001 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,259,046 | 26,668 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,478,521 | 26,548 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,096,719 | 26,703 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,952,032 | 26,638 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,043,209 | 27,023 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $1,979,206 | 25,654 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||