Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,971,344
-$275,671 QoQ
Shares Held
68,034
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#741
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $23,259,193 across 19 Utilities - Regulated Electric names. NEE ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
82,294 | $11,258,642 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
68,034 | $5,971,344 | |
| 3 | DUK |
Duke Energy CORP
|
32,050 | $4,056,889 | |
| 4 | SO |
Southern Co
|
9,119 | $872,779 | |
| 5 | D |
Dominion Energy, Inc
|
5,702 | $389,389 | |
| 6 | AEE |
Ameren Corp
|
931 | $105,240 | |
| 7 | OGE |
Oge Energy Corp.
|
2,000 | $97,320 | |
| 8 | EIX |
Edison International
|
1,256 | $93,509 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,971,344 | 68,034 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,247,015 | 67,259 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,365,834 | 66,839 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,074,211 | 67,217 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $4,694,458 | 67,624 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,805,987 | 67,795 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,863,306 | 67,838 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,627,584 | 66,575 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,656,323 | 65,758 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $4,244,454 | 66,413 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,991,346 | 65,712 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,934,505 | 68,677 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $5,123,213 | 69,046 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,322,142 | 69,047 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,723,567 | 56,502 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,364,849 | 55,667 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,410,804 | 56,943 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $4,724,446 | 55,772 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,241,323 | 56,141 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,175,458 | 53,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,855,040 | 52,607 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,800,309 | 50,262 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,793,311 | 49,168 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,345,153 | 12,052 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,970,902 | 12,370 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,025,074 | 12,572 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||