Position in NEE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$101,337,281
+$7,946,756 QoQ
Shares Held
1,091,056
-6.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.58491956416536.ToString("F0")%
Shared 2.578969365458785.ToString("F0")%
None 51.83611107037586.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$132,341
PutShares
2,200
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 Mar 31, 2026TRUIST FINANCIAL CORP holds $937,792,645 across 31 Utilities - Regulated Electric names. NEE ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,376,207 | $266,990,617 | |
| 2 | EVRG |
Evergy, Inc.
|
1,908,444 | $156,339,731 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
1,091,056 | $101,337,281 | |
| 4 | DUK |
Duke Energy CORP
|
720,319 | $94,318,569 | |
| 5 | SO |
Southern Co
|
971,154 | $93,735,783 | |
| 6 | CMS |
Cms Energy Corp
|
376,855 | $29,236,410 | |
| 7 | AEP |
American Electric Power Co Inc
|
219,566 | $28,780,710 | |
| 8 | PPL |
PPL Corp
|
739,248 | $28,239,273 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,337,281 | 1,091,056 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $93,390,525 | 1,163,310 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $88,117,890 | 1,167,279 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $81,484,917 | 1,173,796 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $84,905,377 | 1,197,706 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $88,752,721 | 1,238,007 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $105,867,991 | 1,252,431 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $89,990,162 | 1,270,868 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $82,931,596 | 1,297,631 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $112,834,874 | 1,857,670 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $144,725,480 | 2,526,191 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $178,366,634 | 2,403,863 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $182,833,295 | 2,371,994 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $197,394,813 | 2,361,182 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $185,298,666 | 2,363,202 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $185,575,336 | 2,395,757 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $192,447,226 | 2,271,836 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $203,243,131 | 2,176,983 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $166,016,719 | 2,114,324 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $153,000,503 | 2,087,889 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $178,670,436 | 2,363,053 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $189,974,312 | 2,462,402 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $39,401,650 | 567,829 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $34,686,730 | 577,703 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $33,904,980 | 563,627 | Shares | Defined | 2021-11-05 | |
| 2020-03-31 | $132,341 | 2,200 | Put | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||