Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,169,479
-$2,755,045 QoQ
Shares Held
195,619
-8.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#428
of 2,993 holders
Holding Since
Mar 2020
25 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, 2026ALLSTATE CORP holds $109,345,285 across 27 Utilities - Regulated Electric names. NEE ranks #1 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
195,619 | $17,169,479 | |
| 2 | DUK |
Duke Energy CORP
|
73,439 | $9,295,907 | |
| 3 | SO |
Southern Co
|
77,975 | $7,462,986 | |
| 4 | AEP |
American Electric Power Co Inc
|
50,249 | $6,874,565 | |
| 5 | D |
Dominion Energy, Inc
|
83,848 | $5,725,979 | |
| 6 | ETR |
Entergy Corp /De/
|
44,382 | $5,097,716 | |
| 7 | XEL |
Xcel Energy Inc
|
59,677 | $4,792,063 | |
| 8 | EXC |
Exelon Corp
|
95,528 | $4,453,515 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,169,479 | 195,619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,924,524 | 214,519 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,404,062 | 154,510 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,693,455 | 75,420 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $265,670 | 3,827 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,357,299 | 75,572 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,369,935 | 60,956 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $475,630 | 6,717 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $402,121 | 6,292 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $403,860 | 6,649 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $438,554 | 7,655 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $568,001 | 7,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $582,416 | 7,556 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,111,350 | 85,064 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,563,936 | 83,713 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,522,984 | 84,211 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,401,109 | 63,760 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,854,437 | 148,398 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,888,498 | 62,258 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,799,546 | 65,496 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,545,161 | 73,339 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,129,549 | 66,488 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,734,063 | 17,056 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,324,020 | 18,004 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,720,242 | 19,617 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||