Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$33,808,565
-$2,239,927 QoQ
Shares Held
385,195
-0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#289
of 2,997 holders
Holding Since
Mar 2020
25 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, 2026ST GERMAIN D J CO INC holds $40,436,802 across 20 Utilities - Regulated Electric names. NEE ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
385,195 | $33,808,565 | |
| 2 | ES |
Eversource Energy
|
37,160 | $2,685,553 | |
| 3 | SO |
Southern Co
|
8,240 | $788,650 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,001 | $547,376 | |
| 5 | DUK |
Duke Energy CORP
|
3,940 | $498,725 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,268 | $427,550 | |
| 7 | ETR |
Entergy Corp /De/
|
3,677 | $422,340 | |
| 8 | D |
Dominion Energy, Inc
|
5,807 | $396,560 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,808,565 | 385,195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $36,048,492 | 388,119 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $31,309,761 | 390,007 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $29,073,312 | 385,128 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $24,658,817 | 355,212 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,982,085 | 183,130 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $12,311,682 | 171,735 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $13,720,064 | 162,310 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,203,841 | 158,224 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $9,754,455 | 152,628 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $7,735,239 | 127,350 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $5,908,088 | 103,126 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,798,723 | 91,627 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $4,000,092 | 47,848 | Shares | Sole | 2023-02-27 | |
| 2022-09-30 | $2,793,826 | 35,631 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $2,759,977 | 35,631 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,986,281 | 35,253 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,611,279 | 27,970 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,185,211 | 27,830 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,014,174 | 27,486 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,089,633 | 27,637 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,137,980 | 27,712 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,834,394 | 6,609 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,621,147 | 6,750 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,577,745 | 6,557 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||