Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,137,646
-$741,163 QoQ
Shares Held
104,109
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#615
of 2,993 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wilmington Savings Fund Society, FSB holds $28,482,033 across 29 Utilities - Regulated Electric names. NEE ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
104,109 | $9,137,646 | |
| 2 | FE |
Firstenergy Corp
|
73,978 | $3,516,913 | |
| 3 | DUK |
Duke Energy CORP
|
24,571 | $3,110,196 | |
| 4 | D |
Dominion Energy, Inc
|
37,981 | $2,593,721 | |
| 5 | EVRG |
Evergy, Inc.
|
20,974 | $1,812,782 | |
| 6 | PPL |
PPL Corp
|
32,483 | $1,180,756 | |
| 7 | XEL |
Xcel Energy Inc
|
14,631 | $1,174,869 | |
| 8 | CMS |
Cms Energy Corp
|
15,342 | $1,173,663 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,137,646 | 104,109 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $9,878,809 | 106,361 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $8,546,127 | 106,454 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $8,116,458 | 107,517 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $11,072,905 | 159,506 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $11,667,146 | 164,581 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $13,548,620 | 188,989 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $16,413,865 | 194,178 | Shares | Defined | 2024-11-25 | |
| 2024-06-30 | $9,811,858 | 138,566 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,111,648 | 142,570 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $8,329,106 | 145,385 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,758,034 | 144,987 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,588,129 | 150,339 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,475,794 | 149,232 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,810,583 | 150,626 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,813,269 | 152,508 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,860,586 | 151,819 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,353,394 | 132,320 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,962,412 | 139,613 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,391,616 | 141,807 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,803,988 | 142,891 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $11,171,627 | 144,804 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,241,963 | 36,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,889,411 | 37,013 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,143,559 | 38,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||