YOUSIF CAPITAL MANAGEMENT, LLC
Position in NEE — Nextera Energy Inc
CIK 1858789
BLOOMFIELD HILLS, MI
Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$26,117,016
-$3,414,923 QoQ
Shares Held
297,562
-6.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#345
of 2,997 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. NEE ranks #1 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
|
139,450 | $6,501,159 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,117,016 | 297,562 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $29,531,939 | 317,958 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $26,378,081 | 328,576 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $26,040,200 | 344,949 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $24,765,585 | 356,750 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $25,690,606 | 362,401 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $26,171,653 | 365,067 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $32,408,463 | 383,396 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $27,656,615 | 390,575 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $25,347,536 | 396,613 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $22,670,840 | 373,244 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $22,121,043 | 386,124 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $29,071,634 | 391,801 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $29,489,189 | 382,579 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $33,620,659 | 402,161 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $30,321,852 | 386,709 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $29,676,165 | 383,116 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $32,198,948 | 380,108 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,609,765 | 370,713 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||