Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,604,110,180
-$307,928,127 QoQ
Shares Held
29,669,707
-5.4% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#10
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Sep 30, 2025CallValue
$77,256,466
CallShares
1,023,400
PutValue
$10,583,698
PutShares
140,200
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, 2026BANK OF AMERICA CORP /DE/ holds $18,305,113,791 across 40 Utilities - Regulated Electric names. NEE ranks #1 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
29,669,707 | $2,604,110,180 | |
| 2 | XEL |
Xcel Energy Inc
|
29,933,748 | $2,403,679,962 | |
| 3 | ETR |
Entergy Corp /De/
|
17,339,974 | $1,991,669,411 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,269,851 | $1,678,638,313 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,876,783 | $1,207,399,706 | |
| 6 | DUK |
Duke Energy CORP
|
8,867,628 | $1,122,464,349 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,605,748 | $1,004,893,191 | |
| 8 | D |
Dominion Energy, Inc
|
14,599,270 | $996,984,145 |
All Filings in NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,604,110,180 | 29,669,707 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,912,038,307 | 31,352,695 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,612,279,084 | 32,539,600 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,453,522,755 | 32,501,295 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $10,583,698 | 140,200 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $77,256,466 | 1,023,400 | Call | Defined | 2026-02-03 | |
| 2025-06-30 | $2,283,459,546 | 32,893,396 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $124,956 | 1,800 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $25,525,734 | 367,700 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $14,178 | 200 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $2,272,639,396 | 32,058,674 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $127,602 | 1,800 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $1,003,660 | 14,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $2,263,904,242 | 31,579,080 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $33,902,201 | 472,900 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $13,955,903 | 165,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,860,319,375 | 33,837,920 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $41,707,102 | 493,400 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,374,288,115 | 33,530,407 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $13,751,302 | 194,200 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $28,324 | 400 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $2,057,554,903 | 32,194,569 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $703,010 | 11,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $54,400,192 | 851,200 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $55,000,070 | 905,500 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $7,404,206 | 121,900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $1,815,805,592 | 29,894,725 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $55,198,915 | 963,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $5,505,569 | 96,100 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $2,534,944,886 | 44,247,598 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,634,100 | 35,500 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $7,130,620 | 96,100 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $3,070,860,563 | 41,386,261 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,406,191,482 | 44,190,341 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $7,006,572 | 90,900 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $9,789,160 | 127,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $14,446,080 | 172,800 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $3,816,975,858 | 45,657,606 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $4,832,080 | 57,800 | Call | Defined | 2023-02-10 | |
| 2022-09-30 | $3,505,369,542 | 44,705,644 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $16,724,853 | 213,300 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $9,072,037 | 115,700 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $8,396,664 | 108,400 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $3,311,451,480 | 42,750,471 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $15,499,746 | 200,100 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $10,487,098 | 123,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $3,886,598,735 | 45,881,227 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $10,258,381 | 121,100 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $7,151,376 | 76,600 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $4,080,339,503 | 43,705,436 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||