Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,962,128
-$366,993 QoQ
Shares Held
67,929
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#742
of 2,993 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. NEE ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,962,128 | 67,929 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,329,121 | 68,143 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,412,557 | 67,421 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,100,481 | 67,565 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,796,644 | 69,096 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,898,569 | 69,101 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,899,796 | 68,347 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,845,503 | 69,153 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,873,285 | 68,822 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,278,454 | 66,945 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,122,241 | 67,867 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,765,955 | 83,190 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,599,422 | 88,941 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $258,140 | 3,349 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $276,883 | 3,312 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $573,177 | 7,310 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $553,761 | 7,149 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,215,505 | 26,154 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,223,555 | 23,817 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,607,147 | 20,468 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,455,927 | 19,868 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,519,685 | 20,099 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,168,976 | 15,152 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $982,007 | 3,538 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||