Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$361,315,034
-$28,419,104 QoQ
Shares Held
4,116,612
-1.9% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#60
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. NEE ranks #10 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,315,034 | 4,116,612 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $389,734,138 | 4,196,104 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $360,354,440 | 4,488,720 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $885,423,793 | 11,729,021 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $815,955,458 | 11,753,896 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $881,972,191 | 12,441,419 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $274,628,115 | 3,830,773 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $377,679,023 | 4,467,988 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $476,564,115 | 6,730,181 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $516,468,148 | 8,081,179 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $991,255,963 | 16,319,657 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,661,375,850 | 28,999,404 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,242,170,626 | 30,217,933 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,304,183,423 | 29,893,402 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,414,245,147 | 16,916,808 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,054,454,228 | 13,447,956 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $263,023,871 | 3,395,609 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $278,527,241 | 3,288,009 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $304,714,994 | 3,263,871 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $257,327,862 | 3,277,227 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $249,905,683 | 3,410,285 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $452,309,906 | 5,982,144 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $434,329,887 | 5,629,681 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $290,803,496 | 1,047,714 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $204,777,345 | 852,635 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,305,774,957 | 5,426,710 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||