Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,098,810,531
-$126,469,020 QoQ
Shares Held
12,519,204
-5.1% QoQ
Ownership
0.600%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#28
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. NEE ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
101,483,416 | $1,706,951,053 | |
| 2 | DUK |
Duke Energy CORP
|
12,742,489 | $1,612,944,254 | |
| 3 | D |
Dominion Energy, Inc
|
20,030,451 | $1,367,879,497 | |
| 4 | SO |
Southern Co
|
13,831,354 | $1,323,798,889 | |
| 5 | XEL |
Xcel Energy Inc
|
16,269,553 | $1,306,445,102 | |
| 6 | NEE |
Nextera Energy Inc
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|
12,519,204 | $1,098,810,531 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,176,896 | $571,441,140 | |
| 8 | CMS |
Cms Energy Corp
|
7,242,159 | $554,025,162 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,810,531 | 12,519,204 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,225,279,551 | 13,192,071 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $521,458,978 | 6,495,503 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $503,905,410 | 6,675,128 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $559,992,186 | 8,066,727 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $591,406,911 | 8,342,600 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $598,744,625 | 8,351,857 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $729,559,409 | 8,630,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $579,097,278 | 8,178,185 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $478,484,199 | 7,486,844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $456,455,875 | 7,514,914 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $489,218,959 | 8,539,343 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $635,410,586 | 8,563,485 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $658,640,812 | 8,544,899 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $703,873,124 | 8,419,535 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $659,642,077 | 8,412,729 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $653,710,654 | 8,439,332 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $634,587,597 | 7,491,295 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $626,121,078 | 6,706,524 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $533,935,840 | 6,799,998 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $496,658,569 | 6,777,546 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $510,360,616 | 6,749,909 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $519,932,826 | 6,739,246 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $476,017,063 | 1,715,006 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $406,236,746 | 1,691,455 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $418,650,645 | 1,739,883 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||