Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,373,776
-$79,981 QoQ
Shares Held
15,652
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,426
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARRET ASSET MANAGEMENT, LLC holds $22,168,712 across 9 Utilities - Regulated Electric names. NEE ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
61,914 | $8,470,454 | |
| 2 | SO |
Southern Co
|
70,593 | $6,756,456 | |
| 3 | D |
Dominion Energy, Inc
|
41,879 | $2,859,916 | |
| 4 | NEE |
Nextera Energy Inc
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|
15,652 | $1,373,776 | |
| 5 | ED |
Consolidated Edison Inc
|
10,834 | $1,198,565 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,200 | $490,434 | |
| 7 | XEL |
Xcel Energy Inc
|
5,394 | $433,138 | |
| 8 | LNT |
Alliant Energy Corp
|
4,200 | $320,418 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,776 | 15,652 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,453,757 | 15,652 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,260,476 | 15,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,193,949 | 15,816 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,104,749 | 15,914 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,131,617 | 15,963 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,144,315 | 15,962 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,399,901 | 16,561 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,186,704 | 16,759 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,109,349 | 17,358 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,009,923 | 16,627 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $959,951 | 16,756 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,217,176 | 16,404 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,256,635 | 16,303 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,404,647 | 16,802 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,321,286 | 16,851 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,305,278 | 16,851 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,445,322 | 17,062 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,572,089 | 16,839 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,326,045 | 16,888 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,266,864 | 17,288 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,332,475 | 17,623 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $1,425,114 | 18,472 | Shares | Sole | 2021-03-16 | |
| 2020-09-30 | $1,260,955 | 4,543 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,054,826 | 4,392 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $943,711 | 3,922 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||