Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$99,420,150
-$8,556,193 QoQ
Shares Held
1,132,735
-2.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#147
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, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $151,447,743 across 9 Utilities - Regulated Electric names. NEE ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,132,735 | $99,420,150 | |
| 2 | D |
Dominion Energy, Inc
|
407,908 | $27,856,037 | |
| 3 | AEP |
American Electric Power Co Inc
|
66,054 | $9,036,847 | |
| 4 | FE |
Firstenergy Corp
|
135,637 | $6,448,182 | |
| 5 | DUK |
Duke Energy CORP
|
45,531 | $5,763,313 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
22,963 | $1,863,677 | |
| 7 | POR |
Portland General Electric Co /Or/
|
8,900 | $461,287 | |
| 8 | ES |
Eversource Energy
|
5,200 | $375,804 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,420,150 | 1,132,735 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $107,976,343 | 1,162,536 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,132,314 | 1,172,550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $88,537,087 | 1,172,832 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $80,238,621 | 1,155,843 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $95,258,153 | 1,343,746 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $98,406,425 | 1,372,666 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $116,229,341 | 1,375,007 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $99,057,241 | 1,398,916 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $95,672,694 | 1,496,991 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $88,461,796 | 1,456,401 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $57,576,564 | 1,005,002 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $76,171,642 | 1,026,572 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $71,558,913 | 928,372 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $77,985,424 | 932,840 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $74,076,671 | 944,735 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $74,309,469 | 959,327 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $80,085,426 | 945,407 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $90,042,359 | 964,464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $75,708,120 | 964,189 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $70,465,608 | 961,594 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $74,529,079 | 985,704 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $81,425,653 | 1,055,420 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $74,814,910 | 269,545 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $64,917,951 | 270,300 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $66,184,696 | 275,059 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||