Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,126,706
-$1,188,147 QoQ
Shares Held
286,279
+1.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#359
of 3,015 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 43%
Shared 1%
None 57%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pathstone Holdings, LLC holds $172,431,928 across 33 Utilities - Regulated Electric names. NEE ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
371,203 | $25,349,452 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
286,279 | $25,126,706 | |
| 3 | SO |
Southern Co
|
141,796 | $13,571,293 | |
| 4 | DUK |
Duke Energy CORP
|
105,398 | $13,341,278 | |
| 5 | NGG |
National Grid PLC
|
136,087 | $11,277,528 | |
| 6 | AEP |
American Electric Power Co Inc
|
72,619 | $9,935,004 | |
| 7 | XEL |
Xcel Energy Inc
|
88,355 | $7,094,906 | |
| 8 | EXC |
Exelon Corp
|
120,403 | $5,613,187 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,126,706 | 286,279 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $26,314,853 | 283,321 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $22,528,334 | 280,622 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,582,105 | 259,400 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,374,015 | 264,679 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $18,598,770 | 262,361 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,128,252 | 266,819 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $24,140,922 | 285,590 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $19,374,960 | 273,619 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,778,675 | 231,242 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,633,554 | 207,994 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||