Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,552,439
-$93,526 QoQ
Shares Held
29,081
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,064
of 2,997 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LOM Asset Management Ltd holds $12,989,139 across 12 Utilities - Regulated Electric names. NEE ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
24,721 | $2,839,454 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
29,081 | $2,552,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
17,277 | $2,363,666 | |
| 4 | DUK |
Duke Energy CORP
|
13,600 | $1,721,488 | |
| 5 | NGG |
National Grid PLC
|
15,904 | $1,317,964 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
9,451 | $1,103,593 | |
| 7 | EXC |
Exelon Corp
|
8,200 | $382,284 | |
| 8 | SO |
Southern Co
|
3,015 | $288,565 |
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,439 | 29,081 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,645,965 | 28,488 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,257,634 | 28,122 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,097,791 | 27,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,847,682 | 26,616 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||