Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,518
+$198 QoQ
Shares Held
2,615
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,623
of 2,997 holders
Holding Since
Mar 2020
26 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, 2026LOOMIS SAYLES & CO L P holds $10,026,237 across 8 Utilities - Regulated Electric names. NEE ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,360 | $7,387,208 | |
| 2 | PCG |
PG&E Corp
|
120,184 | $2,021,494 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
2,615 | $229,518 | |
| 4 | AEP |
American Electric Power Co Inc
|
888 | $121,487 | |
| 5 | XEL |
Xcel Energy Inc
|
1,314 | $105,514 | |
| 6 | LNT |
Alliant Energy Corp
|
953 | $72,704 | |
| 7 | SO |
Southern Co
|
473 | $45,270 | |
| 8 | EVRG |
Evergy, Inc.
|
498 | $43,042 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,518 | 2,615 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $229,320 | 2,469 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $209,129 | 2,605 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $203,747 | 2,699 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $222,838 | 3,210 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $272,359 | 3,842 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $200,875 | 2,802 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $232,964 | 2,756 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $181,061 | 2,557 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $162,011 | 2,535 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $147,598 | 2,430 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $574,274 | 10,024 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $762,627 | 10,278 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,536,312 | 58,852 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,843,281 | 57,934 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,410,796 | 56,253 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,655,973 | 305,396 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $40,183,035 | 474,360 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,408,945 | 464,963 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,611,011 | 580,884 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $40,906,067 | 558,216 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $45,259,994 | 598,598 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,510,067 | 136,229 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $23,037 | 83 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $36,986 | 154 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $46,199 | 192 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||