Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$186,907,268
-$16,657,456 QoQ
Shares Held
2,129,512
-2.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#96
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. NEE ranks #1 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,907,268 | 2,129,512 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $203,564,724 | 2,191,696 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $178,846,820 | 2,227,788 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $182,480,391 | 2,417,279 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $183,059,012 | 2,636,978 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $192,188,035 | 2,711,074 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $192,425,781 | 2,684,137 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $227,138,787 | 2,687,079 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $195,515,615 | 2,761,130 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $192,834,812 | 3,017,287 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $180,024,188 | 2,963,849 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $160,919,417 | 2,808,857 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $200,418,874 | 2,701,063 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $206,615,021 | 2,680,527 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $217,890,442 | 2,606,345 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $201,481,238 | 2,569,586 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $195,630,729 | 2,525,571 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $208,031,072 | 2,455,803 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $218,736,785 | 2,342,939 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $179,882,802 | 2,290,917 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $163,167,886 | 2,226,636 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $159,574,148 | 2,110,490 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $163,145,556 | 2,114,654 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $143,790,513 | 518,052 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $126,295,796 | 525,860 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $123,330,502 | 512,553 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||