Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$880,859
-$14,300,748 QoQ
Shares Held
10,036
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,682
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $18,224,097 across 2 Utilities - Regulated Electric names. NEE ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
226,709 | $17,343,238 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
10,036 | $880,859 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,859 | 10,036 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $15,181,607 | 163,454 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $11,699,926 | 145,739 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,998,925 | 172,194 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,186,889 | 175,553 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $12,618,561 | 178,002 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,292,544 | 185,417 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $15,965,519 | 188,874 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $12,529,475 | 176,945 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,174,473 | 49,671 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $411,331 | 6,772 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $387,967 | 6,772 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $502,482 | 6,772 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $521,985 | 6,772 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $557,361 | 6,667 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $527,385 | 6,726 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $520,995 | 6,726 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $575,180 | 6,790 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $599,557 | 6,422 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $407,204 | 5,186 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $398,350 | 5,436 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $411,015 | 5,436 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $485,427 | 6,292 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $447,704 | 1,613 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $627,324 | 2,612 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $641,492 | 2,666 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||