Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,036,572
+$2,332,069 QoQ
Shares Held
91,564
+49.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#647
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HM PAYSON & CO holds $18,652,682 across 29 Utilities - Regulated Electric names. NEE ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
91,564 | $8,036,572 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
12,792 | $1,493,721 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,355 | $1,416,667 | |
| 4 | D |
Dominion Energy, Inc
|
18,239 | $1,245,541 | |
| 5 | ED |
Consolidated Edison Inc
|
11,196 | $1,238,613 | |
| 6 | SO |
Southern Co
|
9,929 | $950,304 | |
| 7 | DUK |
Duke Energy CORP
|
7,469 | $945,425 | |
| 8 | ETR |
Entergy Corp /De/
|
7,712 | $885,799 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,036,572 | 91,564 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,704,503 | 61,418 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,969,974 | 61,908 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,718,728 | 62,508 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,440,796 | 63,970 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $4,437,287 | 62,594 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,460,695 | 62,222 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,171,798 | 61,183 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,144,225 | 58,526 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,750,941 | 58,691 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $3,552,803 | 58,492 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,407,436 | 59,477 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,887,925 | 65,875 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,162,201 | 66,972 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,526,879 | 66,111 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,022,552 | 64,055 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,120,880 | 66,110 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,140,119 | 72,484 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,795,300 | 72,786 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,846,599 | 74,460 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $5,741,194 | 78,346 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $5,714,376 | 75,577 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $5,691,895 | 73,777 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $4,861,185 | 17,514 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $4,152,539 | 17,290 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,331,160 | 18,000 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||