Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,193,907
-$1,228,064 QoQ
Shares Held
104,750
-6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#608
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026PARK NATIONAL CORP /OH/ holds $32,309,040 across 7 Utilities - Regulated Electric names. NEE ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
157,349 | $18,373,642 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
104,750 | $9,193,907 | |
| 3 | DUK |
Duke Energy CORP
|
13,483 | $1,706,677 | |
| 4 | SO |
Southern Co
|
13,976 | $1,337,642 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,515 | $1,301,747 | |
| 6 | D |
Dominion Energy, Inc
|
4,057 | $277,051 | |
| 7 | ED |
Consolidated Edison Inc
|
1,070 | $118,374 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,193,907 | 104,750 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $10,421,971 | 112,209 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $10,325,211 | 128,615 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $26,207,259 | 347,162 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $24,165,240 | 348,102 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $23,647,840 | 333,585 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $24,030,057 | 335,194 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $26,253,242 | 310,579 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $24,327,058 | 343,554 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $22,778,162 | 356,410 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $22,056,454 | 363,129 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $19,748,435 | 344,710 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $25,773,888 | 347,357 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $27,570,821 | 357,691 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $29,577,428 | 353,797 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $28,300,049 | 360,924 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $27,962,594 | 360,994 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $27,643,582 | 326,332 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $30,713,292 | 328,977 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $34,185,565 | 435,374 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $35,495,219 | 484,378 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $33,625,656 | 444,725 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $26,936,304 | 349,142 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $14,897,754 | 53,674 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $14,731,066 | 61,336 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $14,748,320 | 61,293 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||