Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,338,944
-$11,817,229 QoQ
Shares Held
2,840,822
+1.0% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#75
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026US BANCORP \DE\ holds $538,294,445 across 39 Utilities - Regulated Electric names. NEE ranks #1 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,840,822 | $249,338,944 | |
| 2 | DUK |
Duke Energy CORP
|
342,686 | $43,377,192 | |
| 3 | SO |
Southern Co
|
413,796 | $39,602,527 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
320,628 | $37,439,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
208,156 | $28,477,821 | |
| 6 | CMS |
Cms Energy Corp
|
353,973 | $27,078,934 | |
| 7 | XEL |
Xcel Energy Inc
|
248,969 | $19,992,209 | |
| 8 | AEE |
Ameren Corp
|
95,687 | $10,816,457 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,338,944 | 2,840,822 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $261,156,173 | 2,811,759 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $223,478,886 | 2,783,743 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $217,436,334 | 2,880,333 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $202,312,578 | 2,914,327 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $209,901,885 | 2,960,952 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $219,804,190 | 3,066,037 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $252,743,683 | 2,989,988 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $209,590,092 | 2,959,894 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $184,399,073 | 2,885,293 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $170,442,694 | 2,806,103 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $142,419,386 | 2,485,938 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $183,288,319 | 2,470,193 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $193,402,428 | 2,509,113 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $210,063,557 | 2,512,722 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $185,674,801 | 2,367,999 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $182,976,708 | 2,362,209 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $181,863,559 | 2,146,896 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $181,817,572 | 1,947,489 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $152,755,319 | 1,945,432 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $137,868,038 | 1,881,387 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $144,281,345 | 1,908,231 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $149,212,110 | 1,934,052 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $134,906,927 | 486,046 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $118,477,781 | 493,308 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $116,791,413 | 485,377 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||