Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,574,626,402
-$439,528,386 QoQ
Shares Held
63,514,030
-1.9% QoQ
Ownership
3.05%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#5
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. NEE ranks #1 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,574,626,402 | 63,514,030 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,014,154,788 | 64,751,882 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,272,022,913 | 65,670,440 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,988,407,649 | 66,080,377 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,438,194,000 | 63,932,498 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,286,439,619 | 60,466,069 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,307,639,168 | 60,087,030 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,181,572,002 | 61,298,616 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,242,682,966 | 59,916,438 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,624,612,115 | 56,714,319 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,006,471,460 | 49,497,390 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,980,743,576 | 52,029,038 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,766,664,305 | 50,763,670 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,605,890,415 | 46,781,142 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,856,598,822 | 46,131,565 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,005,740,236 | 38,333,634 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,869,553,252 | 37,045,614 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,283,022,593 | 26,951,040 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,619,987,815 | 28,063,280 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,129,418,895 | 27,119,446 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,018,151,641 | 27,540,279 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,037,597,250 | 26,948,780 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,139,852,220 | 27,736,257 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,017,507,584 | 7,268,726 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,776,595,125 | 7,397,240 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,768,849,830 | 7,351,217 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||