Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,078,273
+$3,034,429 QoQ
Shares Held
308,514
+19.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#339
of 2,993 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. NEE ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
308,514 | $27,078,273 | |
| 2 | DUK |
Duke Energy CORP
|
113,610 | $14,380,753 | |
| 3 | SO |
Southern Co
|
115,357 | $11,040,817 | |
| 4 | ES |
Eversource Energy
|
108,262 | $7,824,093 | |
| 5 | AEP |
American Electric Power Co Inc
|
52,617 | $7,198,531 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
43,087 | $5,031,268 | |
| 7 | AEE |
Ameren Corp
|
40,028 | $4,524,764 | |
| 8 | D |
Dominion Energy, Inc
|
36,717 | $2,507,403 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,078,273 | 308,514 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,043,844 | 258,870 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,911,110 | 223,108 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,518,129 | 165,825 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,345,037 | 149,021 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,548,341 | 120,586 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,556,408 | 91,455 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,609,897 | 90,026 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,136,819 | 86,666 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,114,525 | 64,380 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,762,721 | 61,948 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||