Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$246,667,576
-$18,005,869 QoQ
Shares Held
2,810,386
-1.4% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#76
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. NEE ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,667,576 | 2,810,386 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $264,673,445 | 2,849,628 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $236,545,257 | 2,946,503 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $222,669,528 | 2,949,656 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $201,915,354 | 2,908,605 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $196,674,093 | 2,774,356 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $206,361,239 | 2,878,522 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $252,945,201 | 2,992,372 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $211,031,641 | 2,980,252 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $194,480,748 | 3,043,041 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $175,096,834 | 2,882,727 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $183,891,330 | 3,209,833 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $249,882,819 | 3,367,693 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $267,273,587 | 3,467,483 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $283,922,568 | 3,396,203 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $264,079,859 | 3,367,936 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $250,811,141 | 3,237,944 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $265,296,386 | 3,131,819 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $285,249,993 | 3,055,377 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $235,503,776 | 2,999,284 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $218,231,648 | 2,978,052 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $226,463,288 | 2,995,150 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $300,798,743 | 3,898,882 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $264,546,042 | 953,113 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $216,956,366 | 903,345 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $215,522,610 | 895,697 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||