Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,385,020
-$1,480,787 QoQ
Shares Held
232,255
-1.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#399
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $38,201,546 across 25 Utilities - Regulated Electric names. NEE ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
232,255 | $20,385,020 | |
| 2 | DUK |
Duke Energy CORP
|
39,598 | $5,012,313 | |
| 3 | D |
Dominion Energy, Inc
|
70,789 | $4,834,179 | |
| 4 | SO |
Southern Co
|
25,201 | $2,411,986 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,644 | $1,593,014 | |
| 6 | EVRG |
Evergy, Inc.
|
11,472 | $991,524 | |
| 7 | XEL |
Xcel Energy Inc
|
6,495 | $521,548 | |
| 8 | ED |
Consolidated Edison Inc
|
4,081 | $451,480 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,385,020 | 232,255 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $21,865,807 | 235,420 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,284,956 | 265,134 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $20,565,209 | 272,423 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $19,631,487 | 282,793 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,492,246 | 91,582 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $7,034,005 | 98,117 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $8,478,442 | 100,301 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,468,400 | 105,471 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,543,106 | 55,439 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $3,737,088 | 61,526 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $3,942,525 | 68,817 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $5,612,191 | 75,636 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $7,220,006 | 93,669 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $8,363,845 | 100,046 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $7,946,068 | 101,340 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $8,736,170 | 112,783 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $9,561,132 | 112,869 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $9,958,430 | 106,667 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $8,463,042 | 107,782 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $7,317,813 | 99,861 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $6,832,799 | 90,369 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $7,049,657 | 91,376 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,512,666 | 23,464 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,628,143 | 23,434 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $5,416,836 | 22,512 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||