Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,107,413
+$1,707,984 QoQ
Shares Held
308,846
+12.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#337
of 2,993 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CSM Advisors, LLC holds $74,360,613 across 8 Utilities - Regulated Electric names. NEE ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
216,822 | $27,445,328 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
308,846 | $27,107,413 | |
| 3 | EIX |
Edison International
|
225,416 | $16,782,221 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
17,122 | $1,226,277 | |
| 5 | POR |
Portland General Electric Co /Or/
|
20,483 | $1,061,633 | |
| 6 | MGEE |
Mge Energy Inc
|
3,960 | $322,898 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,670 | $216,697 | |
| 8 | HE |
Hawaiian Electric Industries Inc
|
14,645 | $198,146 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,107,413 | 308,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,399,429 | 273,465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,957 | 4,135 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,859,696 | 24,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,564,231 | 51,343 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,502,178 | 49,403 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,676,478 | 51,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,245,350 | 50,223 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,579,091 | 50,545 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,230,139 | 50,542 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,882,234 | 47,452 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,757,596 | 48,134 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,571,542 | 48,134 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,748,708 | 48,634 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,861,962 | 34,234 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,492,183 | 31,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,405,055 | 31,049 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,551,380 | 30,119 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,927,676 | 31,359 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,494,109 | 31,764 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,173,777 | 29,664 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,242,895 | 29,664 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||