Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$374,431,207
+$24,311,690 QoQ
Shares Held
4,266,050
+13.2% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#55
of 2,988 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)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$28,437,480
CallShares
324,000
PutValue
$24,610,708
PutShares
280,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIGROUP INC holds $3,145,471,539 across 40 Utilities - Regulated Electric names. NEE ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,363,855 | $597,019,001 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,266,050 | $374,431,207 | |
| 3 | SO |
Southern Co
|
2,522,821 | $238,790,639 | |
| 4 | DUK |
Duke Energy CORP
|
1,841,739 | $233,127,322 | |
| 5 | ETR |
Entergy Corp /De/
|
1,670,027 | $191,819,300 | |
| 6 | EXC |
Exelon Corp
|
4,064,343 | $189,479,668 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,563,755 | $182,599,670 | |
| 8 | XEL |
Xcel Energy Inc
|
1,446,471 | $116,151,620 |
All Filings in NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,610,708 | 280,400 | Put | Defined | 2026-08-03 | |
| 2026-06-30 | $28,437,480 | 324,000 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $374,431,207 | 4,266,050 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $11,721,456 | 126,200 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $14,303,520 | 154,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $350,119,517 | 3,769,590 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $22,181,364 | 276,300 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $287,511,659 | 3,581,361 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $45,743,544 | 569,800 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $36,371,082 | 481,800 | Call | Defined | 2025-11-10 | |
| 2025-09-30 | $283,022,199 | 3,749,135 | Shares | Defined | 2025-11-10 | |
| 2025-09-30 | $47,317,132 | 626,800 | Put | Defined | 2025-11-10 | |
| 2025-06-30 | $16,313,700 | 235,000 | Call | Defined | 2025-08-11 | |
| 2025-06-30 | $39,680,472 | 571,600 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $190,082,925 | 2,738,158 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $22,798,224 | 321,600 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $176,964,831 | 2,496,330 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $112,942,787 | 1,575,433 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $22,847,603 | 318,700 | Put | Defined | 2025-02-12 | |
| 2024-12-31 | $28,661,662 | 399,800 | Call | Defined | 2025-02-12 | |
| 2024-09-30 | $167,475,144 | 1,981,251 | Shares | Defined | 2024-11-12 | |
| 2024-09-30 | $18,909,361 | 223,700 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $48,706,186 | 576,200 | Call | Defined | 2024-11-12 | |
| 2024-06-30 | $29,633,985 | 418,500 | Call | Defined | 2024-08-12 | |
| 2024-06-30 | $8,978,708 | 126,800 | Put | Defined | 2024-08-12 | |
| 2024-06-30 | $164,524,341 | 2,323,462 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $10,896,655 | 170,500 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $132,875,534 | 2,079,104 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $27,909,497 | 436,700 | Call | Defined | 2024-05-10 | |
| 2023-12-31 | $117,825,270 | 1,939,830 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $10,344,022 | 170,300 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $37,458,358 | 616,700 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $38,676,479 | 675,100 | Put | Defined | 2023-12-06 | |
| 2023-09-30 | $19,787,966 | 345,400 | Call | Defined | 2023-12-06 | |
| 2023-09-30 | $200,386,782 | 3,497,762 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $198,698,916 | 2,677,883 | Shares | Defined | 2023-08-10 | |
| 2023-06-30 | $41,507,480 | 559,400 | Put | Defined | 2023-08-10 | |
| 2023-06-30 | $23,974,020 | 323,100 | Call | Defined | 2023-08-10 | |
| 2023-03-31 | $57,239,608 | 742,600 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $22,360,908 | 290,100 | Put | Defined | 2023-05-11 | |
| 2023-03-31 | $227,852,947 | 2,956,058 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $234,285,820 | 2,802,462 | Shares | Defined | 2023-02-09 | |
| 2022-12-31 | $14,805,560 | 177,100 | Put | Defined | 2023-02-09 | |
| 2022-12-31 | $14,412,640 | 172,400 | Call | Defined | 2023-02-09 | |
| 2022-09-30 | $224,749,872 | 2,866,342 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $10,075,685 | 128,500 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $9,997,275 | 127,500 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $10,224,720 | 132,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $29,581,974 | 381,900 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $239,356,507 | 3,090,066 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||