Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,534,151
+$139,010 QoQ
Shares Held
313,708
+6.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#329
of 2,997 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, 2026OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. NEE ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
313,708 | $27,534,151 | |
| 2 | DUK |
Duke Energy CORP
|
91,614 | $11,596,500 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
102,451 | $8,314,923 | |
| 4 | AEP |
American Electric Power Co Inc
|
59,170 | $8,095,047 | |
| 5 | EVRG |
Evergy, Inc.
|
81,312 | $7,027,796 | |
| 6 | SO |
Southern Co
|
66,365 | $6,351,794 | |
| 7 | D |
Dominion Energy, Inc
|
74,921 | $5,116,355 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
20,238 | $2,363,191 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,534,151 | 313,708 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,395,141 | 294,952 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,130,722 | 300,582 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $25,159,156 | 333,278 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,161,739 | 232,811 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,214,805 | 271,051 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $17,629,287 | 245,910 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $22,438,488 | 265,450 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $18,034,174 | 254,684 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,544,637 | 243,227 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $14,606,572 | 240,477 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,062,120 | 228,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,184,281 | 218,117 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,027,470 | 233,880 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,510,187 | 209,452 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,573,805 | 275,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,768,902 | 293,944 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $25,055,777 | 295,783 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $27,095,779 | 290,229 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $22,890,228 | 291,521 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,226,358 | 289,661 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,978,937 | 303,914 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $20,618,877 | 267,257 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,599,524 | 63,408 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,798,278 | 74,107 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $18,071,765 | 75,105 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||