Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,577,323
-$367,764 QoQ
Shares Held
97,725
+1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#633
of 2,993 holders
Holding Since
Dec 2020
23 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, 2026Siemens Fonds Invest GmbH holds $35,733,735 across 22 Utilities - Regulated Electric names. NEE ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
97,725 | $8,577,323 | |
| 2 | XEL |
Xcel Energy Inc
|
44,132 | $3,543,799 | |
| 3 | ES |
Eversource Energy
|
44,938 | $3,247,669 | |
| 4 | CMS |
Cms Energy Corp
|
37,240 | $2,848,860 | |
| 5 | DUK |
Duke Energy CORP
|
22,168 | $2,806,025 | |
| 6 | SO |
Southern Co
|
28,481 | $2,725,916 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,740 | $2,305,039 | |
| 8 | AEE |
Ameren Corp
|
20,075 | $2,269,278 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,577,323 | 97,725 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,945,087 | 96,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,560,369 | 94,175 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,116,835 | 107,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,955,189 | 100,190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,754,470 | 95,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,789,401 | 94,705 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $8,022,319 | 94,905 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,720,435 | 94,908 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,050,104 | 94,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,796,904 | 95,438 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,236,878 | 91,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,202,148 | 97,064 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,557,925 | 98,053 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,405,896 | 100,549 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,000,172 | 102,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,862,964 | 101,510 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,634,744 | 101,933 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,434,308 | 101,053 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,470,659 | 107,879 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,602,287 | 103,743 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,135,409 | 107,597 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $8,844,707 | 114,643 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||