Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$223,710,543
-$1,399,273 QoQ
Shares Held
2,548,827
+5.2% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#83
of 2,993 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LGT Group Foundation holds $238,472,303 across 7 Utilities - Regulated Electric names. NEE ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,548,827 | $223,710,543 | |
| 2 | D |
Dominion Energy, Inc
|
181,802 | $12,415,256 | |
| 3 | EIX |
Edison International
|
14,900 | $1,109,304 | |
| 4 | EXC |
Exelon Corp
|
8,947 | $417,109 | |
| 5 | ES |
Eversource Energy
|
4,867 | $351,737 | |
| 6 | NGG |
National Grid PLC
|
3,770 | $312,419 | |
| 7 | CIG |
Energy Co Of Minas Gerais
|
74,255 | $155,935 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,710,543 | 2,548,827 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $225,109,816 | 2,423,663 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $142,584,021 | 1,776,084 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $133,379,051 | 1,766,844 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $123,674,921 | 1,781,546 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $124,869,825 | 1,761,459 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $57,366,621 | 800,204 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $67,781,307 | 801,861 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $107,240,468 | 1,514,482 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $9,107,172 | 142,500 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,202,775 | 151,511 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $7,774,136 | 135,698 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $9,916,680 | 133,648 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $10,333,574 | 134,063 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $10,893,077 | 130,300 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,197,210 | 79,036 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $8,301,386 | 107,170 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $5,467,012 | 64,538 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,749,804 | 40,165 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||