Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,800,374
+$14,361,022 QoQ
Shares Held
476,249
+61.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#261
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Northwest & Ethical Investments L.P. holds $153,781,037 across 13 Utilities - Regulated Electric names. NEE ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
476,249 | $41,800,374 | |
| 2 | AEP |
American Electric Power Co Inc
|
220,649 | $30,186,989 | |
| 3 | FTS |
Fortis Inc.
|
406,892 | $23,286,429 | |
| 4 | AEE |
Ameren Corp
|
201,428 | $22,769,421 | |
| 5 | EMA |
Emera Inc
|
350,465 | $18,581,654 | |
| 6 | EXC |
Exelon Corp
|
100,677 | $4,693,561 | |
| 7 | D |
Dominion Energy, Inc
|
56,557 | $3,862,277 | |
| 8 | ED |
Consolidated Edison Inc
|
27,814 | $3,077,062 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,800,374 | 476,249 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,439,352 | 295,428 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,130,546 | 275,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,395,075 | 97,961 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,643,642 | 66,892 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,535,471 | 63,979 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,121,258 | 113,283 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,950,571 | 271,508 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,163,275 | 341,241 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,769,854 | 371,927 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $18,569,493 | 305,721 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $15,487,148 | 270,329 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $15,373,052 | 207,184 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $13,046,714 | 169,262 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $15,899,967 | 190,191 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $11,798,509 | 150,472 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $7,659,477 | 98,883 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $7,928,856 | 93,600 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $1,736,496 | 18,600 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $1,864,850 | 23,750 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $1,659,059 | 22,640 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $1,547,736 | 20,470 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $1,130,247 | 14,650 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $952,030 | 3,430 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $655,664 | 2,730 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $529,364 | 2,200 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||