Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,317,128
-$134,904 QoQ
Shares Held
26,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,115
of 3,000 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, 2026EDGEWOOD MANAGEMENT LLC holds $3,114,835 across 2 Utilities - Regulated Electric names. NEE ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
26,400 | $2,317,128 | |
| 2 | DUK |
Duke Energy CORP
|
6,302 | $797,707 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,317,128 | 26,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,452,032 | 26,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,119,392 | 26,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,992,936 | 26,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,832,688 | 26,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,871,496 | 26,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,892,616 | 26,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,231,592 | 26,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,869,384 | 26,400 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,687,224 | 26,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,603,536 | 26,400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,512,456 | 26,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,958,880 | 26,400 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,034,912 | 26,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,789,040 | 21,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,677,974 | 21,400 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,735,104 | 22,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,897,504 | 22,400 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,091,264 | 22,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,758,848 | 22,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,641,472 | 22,400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,693,664 | 22,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,728,160 | 22,400 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,217,344 | 22,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,344,952 | 5,600 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,347,472 | 5,600 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||