Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,560,079
-$170,970 QoQ
Shares Held
302,610
+5.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#341
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. NEE ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,560,079 | 302,610 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $26,731,049 | 287,802 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $22,215,080 | 276,720 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $20,334,287 | 269,364 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $18,150,899 | 261,465 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $17,237,256 | 243,155 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $15,473,211 | 215,835 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $17,978,346 | 212,686 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $11,248,451 | 158,854 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $9,008,049 | 140,949 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $5,753,838 | 94,729 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $3,578,447 | 62,462 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $3,065,275 | 41,311 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $3,203,135 | 41,556 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $3,489,714 | 41,743 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,309,921 | 42,213 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $3,347,975 | 43,222 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $3,545,706 | 41,857 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $3,925,507 | 42,047 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,208,404 | 40,861 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,991,508 | 40,823 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,081,258 | 40,752 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,232,585 | 41,900 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,961,287 | 10,669 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,676,454 | 11,144 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,603,027 | 10,818 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||