Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$86,546,830
-$4,063,733 QoQ
Shares Held
986,064
+1.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#171
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$9,829
CallShares
112
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026M&T Bank Corp holds $358,468,393 across 29 Utilities - Regulated Electric names. NEE ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
672,853 | $92,053,009 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
986,064 | $86,546,830 | |
| 3 | DUK |
Duke Energy CORP
|
362,712 | $45,912,077 | |
| 4 | CMS |
Cms Energy Corp
|
395,506 | $30,256,204 | |
| 5 | SO |
Southern Co
|
164,406 | $15,735,292 | |
| 6 | EVRG |
Evergy, Inc.
|
168,337 | $14,549,363 | |
| 7 | D |
Dominion Energy, Inc
|
167,694 | $11,451,818 | |
| 8 | NGG |
National Grid PLC
|
112,638 | $9,334,306 |
All Filings in NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,829 | 112 | Call | Defined | 2026-08-04 | |
| 2026-06-30 | $86,546,830 | 986,064 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $12,258 | 132 | Call | Defined | 2026-05-12 | |
| 2026-03-31 | $90,610,563 | 975,566 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $80,247,317 | 999,593 | Shares | Defined | 2026-01-30 | |
| 2025-12-31 | $121 | 121 | Call | Defined | 2026-01-30 | |
| 2025-09-30 | $73,892,851 | 978,843 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $8,528 | 113 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $70,776,944 | 1,019,547 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $8,051 | 116 | Call | Defined | 2025-08-13 | |
| 2025-03-31 | $7,936 | 112 | Call | Defined | 2025-04-30 | |
| 2025-03-31 | $73,673,487 | 1,039,265 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $8,027 | 112 | Call | Defined | 2025-02-06 | |
| 2024-12-31 | $74,980,707 | 1,045,902 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $87,241,884 | 1,032,082 | Shares | Defined | 2024-11-19 | |
| 2024-09-30 | $11,410 | 135 | Call | Defined | 2024-11-19 | |
| 2024-06-30 | $9,627 | 136 | Call | Defined | 2024-07-31 | |
| 2024-06-30 | $74,322,309 | 1,049,602 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $8,497 | 133 | Call | Defined | 2024-05-07 | |
| 2024-03-31 | $68,296,133 | 1,068,630 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $71,075,087 | 1,170,153 | Shares | Defined | 2024-02-06 | |
| 2023-12-31 | $1,908 | 151 | Call | Defined | 2024-02-06 | |
| 2023-09-30 | $1,330 | 133 | Call | Defined | 2023-11-02 | |
| 2023-09-30 | $70,514,760 | 1,230,839 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $97,144,415 | 1,309,224 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $9,348 | 126 | Call | Defined | 2023-08-09 | |
| 2023-03-31 | $103,012,402 | 1,336,435 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $16,724 | 217 | Call | Defined | 2023-05-11 | |
| 2022-12-31 | $117,375,230 | 1,404,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,346 | 285 | Call | Defined | 2022-11-17 | |
| 2022-09-30 | $105,134,081 | 1,340,825 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $10,068 | 130 | Call | Defined | 2022-08-05 | |
| 2022-06-30 | $100,289,548 | 1,294,727 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $15,076 | 178 | Call | Defined | 2022-05-09 | |
| 2022-03-31 | $79,027,818 | 932,922 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $16,337 | 175 | Call | Defined | 2022-02-07 | |
| 2021-12-31 | $88,435,720 | 947,255 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $74,222,202 | 945,265 | Shares | Defined | 2021-10-28 | |
| 2021-09-30 | $13,739 | 175 | Call | Defined | 2021-10-28 | |
| 2021-06-30 | $72,427,820 | 988,371 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $12,529 | 171 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $2,948 | 39 | Call | Defined | 2021-05-06 | |
| 2021-03-31 | $78,761,949 | 1,041,687 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $2,930 | 38 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $90,070,305 | 1,167,470 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $82,067,547 | 295,675 | Shares | Defined | 2020-11-06 | |
| 2020-09-30 | $277 | 1 | Call | Defined | 2020-11-06 | |
| 2020-09-30 | $277 | 1 | Put | Defined | 2020-11-06 | |
| 2020-06-30 | $83,740,549 | 348,672 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $85,974,004 | 357,302 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||