Position in NEE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$17,651,657
+$5,537,647 QoQ
Shares Held
190,048
+25.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $98,097,503 across 23 Utilities - Regulated Electric names. NEE ranks #1 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
190,048 | $17,651,657 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
148,845 | $17,231,785 | |
| 3 | EXC |
Exelon Corp
|
208,650 | $10,228,022 | |
| 4 | CMS |
Cms Energy Corp
|
119,266 | $9,252,656 | |
| 5 | AEE |
Ameren Corp
|
56,074 | $6,163,653 | |
| 6 | EVRG |
Evergy, Inc.
|
73,137 | $5,991,382 | |
| 7 | LNT |
Alliant Energy Corp
|
63,141 | $4,530,998 | |
| 8 | ED |
Consolidated Edison Inc
|
30,545 | $3,457,082 |
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,651,657 | 190,048 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $12,114,010 | 150,897 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $9,520,496 | 126,116 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,819,944 | 141,457 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,173,707 | 143,514 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,954,291 | 110,954 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,208,140 | 168,084 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $11,528,009 | 162,802 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,277,239 | 160,808 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,001,447 | 164,660 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $9,429,246 | 164,588 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,197,340 | 218,293 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $17,785,669 | 230,743 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $21,898,517 | 261,944 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,665,619 | 250,805 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,178,940 | 247,598 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,993,763 | 247,831 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $22,516,937 | 241,184 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||