Position in NEE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$222,185,628
+$44,418,882 QoQ
Shares Held
2,531,453
+32.3% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#84
of 3,009 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 55%
Shared 2%
None 43%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $535,341,028 across 37 Utilities - Regulated Electric names. NEE ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,531,453 | $222,185,628 | |
| 2 | DUK |
Duke Energy CORP
|
303,446 | $38,410,193 | |
| 3 | SO |
Southern Co
|
243,080 | $23,265,186 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
189,670 | $22,147,765 | |
| 5 | ED |
Consolidated Edison Inc
|
190,497 | $21,074,682 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,046 | $17,928,402 | |
| 7 | D |
Dominion Energy, Inc
|
234,988 | $16,047,330 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
163,409 | $13,262,274 |
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,185,628 | 2,531,453 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $177,766,746 | 1,913,940 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $164,597,200 | 2,050,289 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $157,440,582 | 2,085,582 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $134,029,539 | 1,930,705 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $140,765,066 | 1,985,683 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $173,118,086 | 2,414,815 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $211,587,972 | 2,503,111 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $164,267,656 | 2,319,837 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $157,342,968 | 2,461,946 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $153,708,825 | 2,530,603 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $192,478,186 | 3,359,717 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $285,230,438 | 3,844,076 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $281,912,237 | 3,657,398 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $128,458,839 | 1,536,589 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||