Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$357,856,013
+$33,425,528 QoQ
Shares Held
4,077,202
+16.7% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#64
of 2,993 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
$3,177,274
CallShares
36,200
PutValue
$5,863,036
PutShares
66,800
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, 2026HSBC HOLDINGS PLC holds $3,534,713,713 across 34 Utilities - Regulated Electric names. NEE ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
8,890,472 | $414,473,801 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,077,202 | $357,856,013 | |
| 3 | PCG |
PG&E Corp
|
17,586,566 | $295,806,037 | |
| 4 | ES |
Eversource Energy
|
3,759,955 | $271,731,945 | |
| 5 | EIX |
Edison International
|
3,507,101 | $261,103,665 | |
| 6 | DUK |
Duke Energy CORP
|
1,666,269 | $210,916,327 | |
| 7 | SO |
Southern Co
|
1,992,743 | $190,725,430 | |
| 8 | D |
Dominion Energy, Inc
|
2,520,262 | $172,108,689 |
All Filings in NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,863,036 | 66,800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $3,177,274 | 36,200 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $357,856,013 | 4,077,202 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,987,752 | 182,900 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $9,250,848 | 99,600 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $324,430,485 | 3,493,007 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $302,385,528 | 3,766,636 | Shares | Sole | 2026-03-06 | |
| 2025-12-31 | $5,748,048 | 71,600 | Call | Defined | 2026-03-20 | |
| 2025-12-31 | $14,899,968 | 185,600 | Put | Defined | 2026-03-20 | |
| 2025-09-30 | $290,245,153 | 3,844,816 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $4,310,479 | 57,100 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $8,628,507 | 114,300 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $4,470,648 | 64,400 | Call | Defined | 2025-08-13 | |
| 2025-06-30 | $324,219,229 | 4,670,401 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $7,511,244 | 108,200 | Put | Defined | 2025-08-13 | |
| 2025-03-31 | $3,544,500 | 50,000 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $2,651,286 | 37,400 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $360,595,232 | 5,086,687 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,437,611 | 61,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $7,928,914 | 110,600 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $249,221,677 | 3,476,380 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,897,648 | 81,600 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $286,852,211 | 3,393,496 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $9,467,360 | 112,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $6,549,925 | 92,500 | Call | Sole | 2024-08-12 | |
| 2024-06-30 | $206,762,151 | 2,919,957 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $9,686,808 | 136,800 | Put | Defined | 2024-08-12 | |
| 2024-03-31 | $11,299,288 | 176,800 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $7,439,124 | 116,400 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $234,780,729 | 3,673,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,424,638 | 138,700 | Call | Defined | 2024-02-12 | |
| 2023-12-31 | $11,759,264 | 193,600 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $198,052,425 | 3,260,659 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $3,620,728 | 63,200 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $4,646,219 | 81,100 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $147,276,314 | 2,570,716 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,479,980 | 46,900 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $7,598,080 | 102,400 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $145,757,734 | 1,964,390 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $151,840,657 | 1,969,910 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $3,877,124 | 50,300 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $7,630,920 | 99,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $200,932,262 | 2,403,496 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $3,720,200 | 44,500 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $2,618,894 | 33,400 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $1,458,426 | 18,600 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $131,527,988 | 1,677,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $975,996 | 12,600 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $1,835,802 | 23,700 | Call | Sole | 2022-08-11 | |
| 2022-06-30 | $166,865,101 | 2,154,210 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||