Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$195,835,622
+$29,835,769 QoQ
Shares Held
2,108,480
+2.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Empower Advisory Group, LLC holds $1,104,942,454 across 12 Utilities - Regulated Electric names. NEE ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,108,480 | $195,835,622 | |
| 2 | DUK |
Duke Energy CORP
|
1,358,766 | $177,916,820 | |
| 3 | SO |
Southern Co
|
1,583,291 | $152,819,247 | |
| 4 | AEP |
American Electric Power Co Inc
|
867,624 | $113,728,153 | |
| 5 | PPL |
PPL Corp
|
2,663,033 | $101,727,860 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
887,609 | $89,426,606 | |
| 7 | ES |
Eversource Energy
|
1,276,081 | $88,406,891 | |
| 8 | EVRG |
Evergy, Inc.
|
1,068,450 | $87,527,424 |
All Filings in NEE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195,835,622 | 2,108,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $165,999,853 | 2,067,761 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $155,049,288 | 2,053,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,823,686 | 1,999,765 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $136,308,142 | 1,922,812 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $130,714,312 | 1,823,327 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $150,632,375 | 1,781,999 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $123,894,486 | 1,749,675 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $108,871,835 | 1,703,518 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $85,432,632 | 1,406,530 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $66,618,931 | 1,162,837 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $94,742,195 | 1,276,849 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $96,666,490 | 1,254,106 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||