Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,961,211
-$126,681,790 QoQ
Shares Held
2,745,371
-30.6% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#78
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$40,154,775
CallShares
457,500
PutValue
$19,230,407
PutShares
219,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARCLAYS PLC holds $5,466,205,479 across 38 Utilities - Regulated Electric names. NEE ranks #10 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,836,683 | $935,326,600 | |
| 2 | PPL |
PPL Corp
|
14,884,913 | $542,929,467 | |
| 3 | ETR |
Entergy Corp /De/
|
4,094,420 | $470,285,080 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,217,999 | $375,765,742 | |
| 5 | AEE |
Ameren Corp
|
2,577,609 | $291,372,919 | |
| 6 | DUK |
Duke Energy CORP
|
2,055,125 | $260,137,721 | |
| 7 | SO |
Southern Co
|
2,701,178 | $258,529,744 | |
| 8 | DTE |
Dte Energy Co
|
1,633,097 | $248,834,988 |
All Filings in NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,154,775 | 457,500 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $19,230,407 | 219,100 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $240,961,211 | 2,745,371 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $82,133,784 | 884,300 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $367,643,001 | 3,958,258 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $8,192,016 | 88,200 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $281,422,743 | 3,505,515 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $80,151,552 | 998,400 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $88,733,484 | 1,105,300 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $342,738,035 | 4,540,178 | Shares | Sole | 2026-03-31 | |
| 2025-09-30 | $107,799,720 | 1,428,000 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $87,319,283 | 1,156,700 | Call | Sole | 2026-03-31 | |
| 2025-06-30 | $77,882,298 | 1,121,900 | Call | Sole | 2026-02-27 | |
| 2025-06-30 | $333,716,099 | 4,807,204 | Shares | Defined | 2026-02-27 | |
| 2025-06-30 | $141,158,628 | 2,033,400 | Put | Sole | 2026-02-27 | |
| 2025-03-31 | $66,764,202 | 941,800 | Put | Sole | 2026-03-17 | |
| 2025-03-31 | $428,863,868 | 6,049,709 | Shares | Defined | 2026-03-17 | |
| 2025-03-31 | $60,391,191 | 851,900 | Call | Sole | 2026-03-17 | |
| 2024-12-31 | $461,104,915 | 6,431,928 | Shares | Defined | 2026-03-19 | |
| 2024-12-31 | $154,714,189 | 2,158,100 | Call | Sole | 2026-03-19 | |
| 2024-12-31 | $224,669,291 | 3,133,900 | Put | Sole | 2026-03-19 | |
| 2024-09-30 | $202,753,658 | 2,398,600 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $742,004,340 | 8,778,000 | Put | Sole | 2026-03-31 | |
| 2024-09-30 | $485,609,462 | 5,744,818 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $304,428,120 | 4,299,225 | Shares | Sole | 2026-03-23 | |
| 2024-06-30 | $271,754,618 | 3,837,800 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $30,811,011 | 482,100 | Put | Sole | 2026-03-24 | |
| 2024-03-31 | $7,135,551 | 111,650 | Call | Sole | 2026-03-24 | |
| 2024-03-31 | $353,330,268 | 5,528,560 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $466,395,916 | 7,678,563 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $15,652,698 | 257,700 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $2,557,154 | 42,100 | Call | Sole | 2026-03-24 | |
| 2023-09-30 | $307,847,410 | 5,373,493 | Shares | Defined | 2026-03-26 | |
| 2023-09-30 | $57,290 | 1,000 | Put | Sole | 2026-03-26 | |
| 2023-06-30 | $10,595,760 | 142,800 | Put | Sole | 2026-03-27 | |
| 2023-06-30 | $12,153,960 | 163,800 | Call | Sole | 2026-03-27 | |
| 2023-06-30 | $295,702,135 | 3,985,204 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $136,544,828 | 1,771,469 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $3,243,680 | 38,800 | Call | Sole | 2026-03-30 | |
| 2022-12-31 | $269,459,351 | 3,223,198 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $6,788,320 | 81,200 | Put | Sole | 2026-03-30 | |
| 2022-09-30 | $244,350,178 | 3,116,314 | Shares | Defined | 2022-11-03 | |
| 2022-09-30 | $8,013,502 | 102,200 | Put | Sole | 2022-11-03 | |
| 2022-09-30 | $3,042,308 | 38,800 | Call | Sole | 2022-11-03 | |
| 2022-06-30 | $171,517,817 | 2,214,276 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $279,747,403 | 3,302,413 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,307,040 | 14,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $456,324,352 | 4,887,793 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $385,025,173 | 4,903,530 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $243,501,010 | 3,322,885 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||