Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,755,701
-$2,447,268 QoQ
Shares Held
145,331
-11.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#501
of 2,993 holders
Holding Since
Jun 2023
7 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026iA Global Asset Management Inc. holds $203,743,563 across 16 Utilities - Regulated Electric names. NEE ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
1,425,936 | $109,084,104 | |
| 2 | DUK |
Duke Energy CORP
|
153,077 | $19,376,486 | |
| 3 | SO |
Southern Co
|
186,800 | $17,878,628 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
145,331 | $12,755,701 | |
| 5 | ETR |
Entergy Corp /De/
|
98,710 | $11,337,830 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,185 | $10,696,489 | |
| 7 | EXC |
Exelon Corp
|
131,414 | $6,126,520 | |
| 8 | XEL |
Xcel Energy Inc
|
72,848 | $5,849,694 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,755,701 | 145,331 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,202,969 | 163,684 | Shares | Sole | 2026-04-23 | |
| 2025-06-30 | $647,688 | 9,330 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $1,377,093 | 19,209 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $6,755,982 | 95,410 | Shares | Sole | 2025-04-08 | |
| 2023-09-30 | $264,393 | 4,615 | Shares | Sole | 2025-04-08 | |
| 2023-06-30 | $17,389,586 | 234,361 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||