Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$438,626,536
-$9,893,490 QoQ
Shares Held
4,997,454
+3.5% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#46
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 9%
None 17%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. NEE ranks #1 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,626,536 | 4,997,454 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $448,520,026 | 4,829,027 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $375,556,581 | 4,678,084 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $353,157,843 | 4,678,207 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,261,317 | 4,426,121 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $315,541,666 | 4,451,145 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $313,173,103 | 4,368,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $369,805,223 | 4,374,840 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $309,521,413 | 4,371,154 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $251,106,733 | 3,929,068 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $242,321,438 | 3,989,487 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $227,660,201 | 3,973,821 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $293,378,933 | 3,953,894 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $297,000,413 | 3,853,145 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $316,562,936 | 3,786,638 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $292,883,145 | 3,735,278 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $285,894,401 | 3,690,865 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $308,362,019 | 3,640,208 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $331,879,862 | 3,554,840 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $278,545,459 | 3,547,446 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $264,448,174 | 3,608,736 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $279,831,929 | 3,700,991 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $291,222,656 | 3,774,759 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $259,251,587 | 934,038 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $225,046,495 | 937,030 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $223,745,078 | 929,869 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||