Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,562,866,356
-$83,566,454 QoQ
Shares Held
29,199,799
+2.5% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#12
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$193,515,296
CallShares
2,204,800
PutValue
$64,949,800
PutShares
740,000
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, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. NEE ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,515,296 | 2,204,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $2,562,866,356 | 29,199,799 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $64,949,800 | 740,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $2,646,432,810 | 28,493,032 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $167,184,000 | 1,800,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $30,204,576 | 325,200 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $144,504,000 | 1,800,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $26,339,868 | 328,100 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $2,326,401,203 | 28,978,590 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $135,882,000 | 1,800,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $54,964,269 | 728,100 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $2,102,425,485 | 27,850,384 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,922,343,232 | 27,691,490 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $43,429,152 | 625,600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $152,501,856 | 2,196,800 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $2,155,796,657 | 30,410,448 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $23,301,543 | 328,700 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $148,436,571 | 2,093,900 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $129,042,000 | 1,800,000 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $2,192,568,390 | 30,584,020 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $23,564,503 | 328,700 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $2,609,981,751 | 30,876,396 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $152,154,000 | 1,800,000 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $27,785,011 | 328,700 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $23,275,247 | 328,700 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $2,241,190,738 | 31,650,766 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $127,458,000 | 1,800,000 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $116,955,300 | 1,830,000 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $22,950,081 | 359,100 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $1,923,956,033 | 30,104,147 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,412,504 | 319,600 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $2,678,634 | 44,100 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $1,746,097,393 | 28,747,076 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,682,103,834 | 29,361,212 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $2,526,489 | 44,100 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $120,309 | 2,100 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $1,654,660 | 22,300 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $2,132,951,417 | 28,745,976 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $155,820 | 2,100 | Call | Defined | 2023-08-15 | |
| 2023-03-31 | $2,060,937,366 | 26,737,641 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $662,888 | 8,600 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $1,842,212 | 23,900 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $585,200 | 7,000 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $2,188,919,030 | 26,183,242 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $175,560 | 2,100 | Call | Defined | 2023-02-13 | |
| 2022-09-30 | $6,704,055 | 85,500 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $2,030,642,654 | 25,897,751 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $317,586 | 4,100 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $2,028,421,856 | 26,186,701 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,474,533,694 | 29,211,825 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||