Evelyn Partners Investment Management LLP
Position in NEE — Nextera Energy Inc
CIK 2065206
London, X0
Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$43,077,186
+$10,514,414 QoQ
Shares Held
463,794
+14.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $43,133,366 across 2 Utilities - Regulated Electric names. NEE ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
463,794 | $43,077,186 | |
| 2 | ETR |
Entergy Corp /De/
|
500 | $56,180 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,077,186 | 463,794 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,562,772 | 405,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,677,033 | 353,385 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,303,173 | 364,494 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $24,727,070 | 348,809 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $24,914,640 | 347,533 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||