Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,174,709
+$178,466 QoQ
Shares Held
207,072
+6.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#420
of 2,988 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SUMITOMO LIFE INSURANCE CO holds $26,061,010 across 10 Utilities - Regulated Electric names. NEE ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
207,072 | $18,174,709 | |
| 2 | SO |
Southern Co
|
15,945 | $1,526,095 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,614 | $1,239,396 | |
| 4 | DUK |
Duke Energy CORP
|
8,183 | $1,035,804 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,502 | $1,026,348 | |
| 6 | CMS |
Cms Energy Corp
|
10,079 | $771,043 | |
| 7 | D |
Dominion Energy, Inc
|
10,557 | $720,937 | |
| 8 | EXC |
Exelon Corp
|
12,913 | $602,004 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,174,709 | 207,072 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,996,243 | 193,758 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,038,547 | 149,957 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,763,423 | 129,334 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,150,245 | 146,215 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,965,877 | 168,795 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,967,690 | 83,243 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,440,141 | 111,678 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,241,151 | 116,384 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,608,102 | 103,397 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,131,048 | 68,012 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,772,438 | 30,938 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,327,134 | 31,363 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,588,690 | 46,558 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,238,102 | 50,695 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,149,849 | 52,925 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,409,023 | 56,920 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,731,731 | 55,858 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,301,821 | 56,789 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,760,950 | 47,898 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,644,141 | 49,729 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,432,938 | 58,629 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,914,686 | 63,703 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,830,654 | 17,404 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,521,920 | 18,828 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,809,271 | 19,987 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||