Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$176,394,002
+$28,532,758 QoQ
Shares Held
2,009,730
+26.2% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#103
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. NEE ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,743,676 | $220,714,507 | |
| 2 | NGG |
National Grid PLC
|
2,272,626 | $188,332,516 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
2,009,730 | $176,394,002 | |
| 4 | SO |
Southern Co
|
964,398 | $92,302,531 | |
| 5 | D |
Dominion Energy, Inc
|
1,190,474 | $81,297,468 | |
| 6 | AEP |
American Electric Power Co Inc
|
570,666 | $78,072,814 | |
| 7 | EVRG |
Evergy, Inc.
|
742,711 | $64,192,511 | |
| 8 | DTE |
Dte Energy Co
|
409,786 | $62,439,092 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,394,002 | 2,009,730 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $147,861,244 | 1,591,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,503,773 | 928,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,117,580 | 849,352 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $54,955,718 | 791,641 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $47,919,016 | 675,963 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $37,130,114 | 517,926 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $31,404,500 | 371,519 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,003,583 | 254,252 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,802,963 | 137,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,518,821 | 123,787 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,021,290 | 122,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,162,364 | 123,482 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,857,375 | 127,885 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $10,604,742 | 126,851 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,948,895 | 126,883 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $10,169,645 | 131,289 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $11,411,114 | 134,708 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,353,115 | 132,317 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,628,702 | 135,363 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,024,264 | 136,794 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,576,175 | 139,878 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,500,500 | 136,105 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $9,276,332 | 33,421 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,976,766 | 33,213 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,019,382 | 33,328 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||