Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$151,705,793
-$12,032,080 QoQ
Shares Held
1,728,447
-2.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#118
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Haverford Trust Co holds $176,200,844 across 12 Utilities - Regulated Electric names. NEE ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,728,447 | $151,705,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
123,463 | $16,890,973 | |
| 3 | DUK |
Duke Energy CORP
|
10,584 | $1,339,722 | |
| 4 | SO |
Southern Co
|
12,544 | $1,200,586 | |
| 5 | D |
Dominion Energy, Inc
|
15,624 | $1,066,962 | |
| 6 | PPL |
PPL Corp
|
23,613 | $858,332 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,934 | $806,243 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,792 | $676,331 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,705,793 | 1,728,447 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $163,737,873 | 1,762,897 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $140,978,022 | 1,756,079 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $132,518,920 | 1,755,450 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $119,647,869 | 1,723,536 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $126,024,484 | 1,777,747 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $115,745,082 | 1,614,522 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $131,888,608 | 1,560,258 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $108,885,386 | 1,537,712 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $78,772,206 | 1,232,549 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $6,420,400 | 105,703 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $6,000,325 | 104,736 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $8,385,935 | 113,018 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $8,525,972 | 110,612 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,166,990 | 109,653 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,604,556 | 109,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,085,042 | 104,377 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,850,077 | 104,475 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $9,993,534 | 107,043 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,494,450 | 108,182 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,946,629 | 108,442 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,706,437 | 75,472 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,084,185 | 65,900 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $4,453,450 | 16,045 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,873,701 | 16,129 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,875,185 | 16,105 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||