Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,701,464
+$2,988,647 QoQ
Shares Held
222,884
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 82.48102151791964.ToString("F0")%
Shared 1.1876132876294396.ToString("F0")%
None 16.331365194450925.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pinnacle Financial Partners, Inc. holds $276,520,926 across 20 Utilities - Regulated Electric names. NEE ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,923,892 | $185,694,053 | |
| 2 | DUK |
Duke Energy CORP
|
245,387 | $32,130,972 | |
| 3 | NEE |
Nextera Energy Inc
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|
222,884 | $20,701,464 | |
| 4 | AEP |
American Electric Power Co Inc
|
143,287 | $18,782,058 | |
| 5 | ETR |
Entergy Corp /De/
|
51,958 | $5,837,999 | |
| 6 | D |
Dominion Energy, Inc
|
75,988 | $4,697,575 | |
| 7 | EXC |
Exelon Corp
|
34,427 | $1,687,610 | |
| 8 | XEL |
Xcel Energy Inc
|
13,838 | $1,099,290 |
All Filings in NEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,701,464 | 222,884 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $17,712,817 | 220,638 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||