Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,038,263
-$1,141,695 QoQ
Shares Held
194,124
-0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#429
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $41,154,022 across 23 Utilities - Regulated Electric names. NEE ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
194,124 | $17,038,263 | |
| 2 | SO |
Southern Co
|
29,533 | $2,826,603 | |
| 3 | DUK |
Duke Energy CORP
|
21,668 | $2,742,734 | |
| 4 | ED |
Consolidated Edison Inc
|
22,196 | $2,455,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,520 | $1,576,051 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
18,543 | $1,504,949 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,703 | $1,483,329 | |
| 8 | PCG |
PG&E Corp
|
79,575 | $1,338,451 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,038,263 | 194,124 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $18,179,958 | 195,736 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $16,238,315 | 202,271 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $15,334,660 | 203,135 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $14,020,965 | 201,973 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,308,933 | 201,847 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $14,168,667 | 197,638 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $16,224,011 | 191,932 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $13,818,712 | 195,152 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $12,229,561 | 191,356 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $11,981,146 | 197,253 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $11,133,680 | 194,339 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,900,897 | 241,252 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $19,459,231 | 252,455 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $20,909,279 | 250,111 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $20,069,195 | 255,952 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $19,877,397 | 256,615 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $22,008,589 | 259,811 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $24,481,792 | 262,230 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $21,090,235 | 268,597 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $19,125,420 | 260,991 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $19,522,047 | 258,194 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,770,304 | 256,258 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $18,602,626 | 67,022 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,612,250 | 65,005 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,982,460 | 66,422 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||