Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$222,409
-$21,308 QoQ
Shares Held
2,534
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,648
of 2,993 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HORIZON BANCORP INC /IN/ holds $331,794 across 8 Utilities - Regulated Electric names. NEE ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,534 | $222,409 | |
| 2 | AEP |
American Electric Power Co Inc
|
576 | $78,802 | |
| 3 | DTE |
Dte Energy Co
|
77 | $11,732 | |
| 4 | ED |
Consolidated Edison Inc
|
72 | $7,965 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
60 | $4,869 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
34 | $3,970 | |
| 7 | PPL |
PPL Corp
|
42 | $1,526 | |
| 8 | EIX |
Edison International
|
7 | $521 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,409 | 2,534 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $243,717 | 2,624 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $207,764 | 2,588 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $208,578 | 2,763 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $122,526 | 1,765 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $130,366 | 1,839 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $145,530 | 2,030 | Shares | Other | 2025-01-13 | |
| 2024-09-30 | $187,656 | 2,220 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $160,880 | 2,272 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $127,500 | 1,995 | Shares | Other | 2024-04-19 | |
| 2023-12-31 | $115,831 | 1,907 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $102,090 | 1,782 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $87,852 | 1,184 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $15,416 | 200 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $352,792 | 4,220 | Shares | Other | 2023-02-09 | |
| 2020-09-30 | $462,137 | 1,665 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $387,874 | 1,615 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $388,601 | 1,615 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||