Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,887,142
-$102,626 QoQ
Shares Held
21,501
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,221
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026ZWJ INVESTMENT COUNSEL INC holds $72,070,970 across 8 Utilities - Regulated Electric names. NEE ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
392,706 | $53,726,107 | |
| 2 | ES |
Eversource Energy
|
154,781 | $11,186,022 | |
| 3 | SO |
Southern Co
|
26,333 | $2,520,331 | |
| 4 | NEE |
Nextera Energy Inc
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|
21,501 | $1,887,142 | |
| 5 | DUK |
Duke Energy CORP
|
12,593 | $1,594,021 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,739 | $436,603 | |
| 7 | D |
Dominion Energy, Inc
|
5,579 | $380,989 | |
| 8 | ETR |
Entergy Corp /De/
|
2,958 | $339,755 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,142 | 21,501 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,989,768 | 21,423 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,702,337 | 21,205 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,619,637 | 21,455 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,497,528 | 21,572 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,608,139 | 22,685 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,615,964 | 22,541 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,949,684 | 23,065 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,674,444 | 23,647 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,703,009 | 26,647 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,389,366 | 22,874 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,296,587 | 22,632 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,587,212 | 21,391 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,698,689 | 22,038 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,261,607 | 15,091 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $463,167 | 5,907 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $453,683 | 5,857 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $428,378 | 5,057 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $472,121 | 5,057 | Shares | Sole | 2022-03-31 | |
| 2021-09-30 | $377,445 | 4,807 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $352,256 | 4,807 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $385,384 | 5,097 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $448,395 | 5,812 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $403,294 | 1,453 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $360,975 | 1,503 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $618,634 | 2,571 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||