Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,986,995
-$37,046,689 QoQ
Shares Held
2,312,715
-10.5% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#91
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$4,501
PutShares
11,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $1,767,869,284 across 28 Utilities - Regulated Electric names. NEE ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,515,500 | $318,411,990 | |
| 2 | FTS |
Fortis Inc.
|
4,518,242 | $258,578,989 | |
| 3 | PCG |
PG&E Corp
|
13,278,514 | $223,344,605 | |
| 4 | EMA |
Emera Inc
|
3,894,059 | $206,463,008 | |
| 5 | NEE |
Nextera Energy Inc
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|
2,312,715 | $202,986,995 | |
| 6 | ES |
Eversource Energy
|
1,527,855 | $110,418,080 | |
| 7 | AEP |
American Electric Power Co Inc
|
648,949 | $88,782,712 | |
| 8 | EIX |
Edison International
|
1,062,311 | $79,089,053 |
All Filings in NEE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,986,995 | 2,312,715 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $240,033,684 | 2,584,342 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,501 | 11,000 | Put | Sole | 2026-02-18 | |
| 2025-12-31 | $147,469,703 | 1,836,942 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $58,392,873 | 773,518 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $2,780 | 13,900 | Put | Sole | 2025-11-13 | |
| 2025-06-30 | $50,518,600 | 727,724 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,529,720 | 614,046 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $46,655,493 | 650,795 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $72,577,458 | 858,600 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $61,391,915 | 866,995 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,200,669 | 535,138 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $30,126,068 | 495,984 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $51,952,462 | 906,833 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $67,476,589 | 909,388 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $103,470,265 | 1,342,375 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $142,327,077 | 1,702,477 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $132,492,827 | 1,689,744 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $105,874,419 | 1,366,827 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $144,251,727 | 1,702,889 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $167,167,895 | 1,790,573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $155,832,126 | 1,984,617 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $145,744,320 | 1,988,869 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $149,135,281 | 1,972,428 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $143,046,823 | 1,854,139 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $127,645,125 | 459,883 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $105,677,441 | 440,011 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,563,782 | 64,682 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||