Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$416,556
-$15,800 QoQ
Shares Held
4,746
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,209
of 2,997 holders
Holding Since
Dec 2025
3 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, 2026Index Technologies Group LLC holds $1,964,547 across 8 Utilities - Regulated Electric names. NEE ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,746 | $416,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
3,635 | $388,945 | |
| 3 | CNP |
Centerpoint Energy Inc
|
7,537 | $331,929 | |
| 4 | LNT |
Alliant Energy Corp
|
3,398 | $259,233 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,768 | $241,880 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,688 | $197,107 | |
| 7 | AEE |
Ameren Corp
|
628 | $70,989 | |
| 8 | EVRG |
Evergy, Inc.
|
670 | $57,908 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,556 | 4,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $432,356 | 4,655 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $335,329 | 4,177 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||