Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,781,060
-$1,252,745 QoQ
Shares Held
202,587
-1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#423
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. NEE ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
|
77,914 | $5,630,844 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,781,060 | 202,587 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $19,033,805 | 204,929 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $16,960,354 | 211,265 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $15,939,788 | 211,151 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $14,384,518 | 207,210 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $15,254,181 | 215,181 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $14,695,876 | 204,992 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $17,402,275 | 205,871 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $14,969,163 | 211,399 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $13,278,644 | 207,771 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,139,996 | 166,941 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,885,287 | 102,728 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,764,820 | 77,693 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,948,726 | 77,176 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,653,807 | 79,591 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,919,996 | 88,254 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $7,241,270 | 93,484 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $8,967,993 | 105,867 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $10,055,245 | 107,704 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $10,070,582 | 128,255 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $10,007,776 | 136,569 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,487,164 | 125,475 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,235,472 | 119,708 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,150,826 | 29,366 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,253,134 | 30,200 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $7,390,162 | 30,713 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||