Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$195,376
-$6,173 QoQ
Shares Held
2,226
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,744
of 3,000 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plato Investment Management Ltd holds $15,146,607 across 7 Utilities - Regulated Electric names. NEE ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
57,544 | $4,158,704 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
47,045 | $3,818,172 | |
| 3 | EIX |
Edison International
|
37,619 | $2,800,734 | |
| 4 | PCG |
PG&E Corp
|
93,343 | $1,570,029 | |
| 5 | EXC |
Exelon Corp
|
30,425 | $1,418,413 | |
| 6 | ED |
Consolidated Edison Inc
|
10,713 | $1,185,179 | |
| 7 | NEE |
Nextera Energy Inc
This page
|
2,226 | $195,376 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,376 | 2,226 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $201,549 | 2,170 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $392,072 | 5,469 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $77,767 | 920 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $65,145 | 920 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,233 | 254 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $12,512 | 206 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||