Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,737,056
-$105,683 QoQ
Shares Held
19,791
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,289
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. NEE ranks #1 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
|
5,885 | $472,565 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,056 | 19,791 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,842,739 | 19,840 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,614,430 | 20,110 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,511,913 | 20,028 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,408,948 | 20,296 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,466,005 | 20,680 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,505,920 | 21,006 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,788,316 | 21,156 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,524,680 | 21,532 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,385,504 | 21,679 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,314,960 | 21,649 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,242,448 | 21,687 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,817,009 | 24,488 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,858,552 | 24,112 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,055,891 | 24,592 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,898,462 | 24,212 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,963,301 | 25,346 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,935,116 | 34,649 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,152,279 | 44,476 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,731,693 | 60,261 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,485,322 | 61,208 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,334,739 | 70,556 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $5,291,024 | 68,581 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,422,641 | 15,934 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,825,908 | 15,930 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $3,326,330 | 13,824 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||