Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,795,445
-$11,252,259 QoQ
Shares Held
1,057,257
-5.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#156
of 3,000 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, 2026SEI INVESTMENTS CO holds $1,266,725,901 across 34 Utilities - Regulated Electric names. NEE ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,086,081 | $148,586,740 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
1,057,257 | $92,795,445 | |
| 3 | EXC |
Exelon Corp
|
1,958,736 | $91,316,271 | |
| 4 | XEL |
Xcel Energy Inc
|
1,105,703 | $88,787,950 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
731,639 | $85,433,485 | |
| 6 | ETR |
Entergy Corp /De/
|
741,192 | $85,133,312 | |
| 7 | DUK |
Duke Energy CORP
|
578,664 | $73,247,288 | |
| 8 | EIX |
Edison International
|
926,961 | $69,012,245 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,795,445 | 1,057,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $104,047,704 | 1,120,238 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $82,658,776 | 1,029,631 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,238,650 | 1,023,164 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $73,240,598 | 1,055,036 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,265,541 | 906,553 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $62,804,669 | 876,059 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $79,098,185 | 935,741 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $67,351,213 | 951,154 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $76,418,912 | 1,195,727 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $92,835,319 | 1,528,405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $120,279,151 | 2,099,479 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $157,612,745 | 2,124,161 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $175,946,892 | 2,282,653 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $236,095,344 | 2,824,107 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $244,523,073 | 3,118,519 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $234,054,761 | 3,021,621 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $239,842,387 | 2,831,335 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $239,847,534 | 2,569,061 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $199,887,970 | 2,545,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $199,196,144 | 2,718,288 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $203,036,893 | 2,685,318 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $201,499,211 | 2,611,785 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $177,607,868 | 639,890 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $146,176,828 | 608,639 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $138,444,565 | 575,366 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||