Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,706,315
-$126,045 QoQ
Shares Held
53,621
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#818
of 2,997 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. NEE ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
66,546 | $5,400,873 | |
| 2 | NEE |
Nextera Energy Inc
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|
53,621 | $4,706,315 | |
| 3 | DUK |
Duke Energy CORP
|
32,329 | $4,092,204 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,496 | $3,898,537 | |
| 5 | SO |
Southern Co
|
35,377 | $3,385,932 | |
| 6 | PCG |
PG&E Corp
|
188,624 | $3,172,655 | |
| 7 | ED |
Consolidated Edison Inc
|
26,487 | $2,930,256 | |
| 8 | D |
Dominion Energy, Inc
|
41,434 | $2,829,527 |
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,706,315 | 53,621 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,832,360 | 52,028 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,035,836 | 50,272 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,181,526 | 42,145 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,908,073 | 41,891 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,054,933 | 43,094 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,189,273 | 44,487 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,820,248 | 45,194 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,097,300 | 43,741 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,769,987 | 43,342 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,576,408 | 42,417 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,394,320 | 41,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,192,529 | 43,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,293,011 | 42,722 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,965,398 | 47,433 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||