Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$203,856,620
-$15,819,440 QoQ
Shares Held
2,322,623
-1.8% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#90
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $606,687,175 across 32 Utilities - Regulated Electric names. NEE ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,322,623 | $203,856,620 | |
| 2 | DUK |
Duke Energy CORP
|
731,800 | $92,631,244 | |
| 3 | AEP |
American Electric Power Co Inc
|
407,988 | $55,816,838 | |
| 4 | SO |
Southern Co
|
333,428 | $31,912,393 | |
| 5 | FE |
Firstenergy Corp
|
441,521 | $20,989,908 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
170,945 | $19,961,247 | |
| 7 | D |
Dominion Energy, Inc
|
234,785 | $16,033,467 | |
| 8 | EXC |
Exelon Corp
|
295,512 | $13,776,769 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,856,620 | 2,322,623 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $219,676,060 | 2,365,160 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $128,484,768 | 1,600,458 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $123,582,640 | 1,637,073 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $115,645,459 | 1,665,881 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $139,498,972 | 1,967,823 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $146,590,278 | 2,044,780 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $177,071,161 | 2,094,773 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $149,372,278 | 2,109,480 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $132,880,777 | 2,079,186 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $128,041,256 | 2,108,022 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $126,108,008 | 2,201,222 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $163,708,350 | 2,206,312 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $171,595,418 | 2,226,199 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $191,293,687 | 2,288,202 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $176,794,790 | 2,254,748 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $172,734,870 | 2,229,988 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $185,339,804 | 2,187,933 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $196,897,547 | 2,109,014 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $162,608,795 | 2,070,922 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $153,337,520 | 2,092,488 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $163,445,834 | 2,161,696 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $166,504,744 | 2,158,195 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $148,736,632 | 535,872 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $128,006,286 | 532,982 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $123,051,864 | 511,395 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||