Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,811,250
+$26,475,436 QoQ
Shares Held
1,000,470
+51.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#167
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
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
$4,014,000
PutShares
50,000
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, 2026TORONTO DOMINION BANK holds $994,131,560 across 27 Utilities - Regulated Electric names. NEE ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
3,163,013 | $181,019,233 | |
| 2 | XEL |
Xcel Energy Inc
|
2,120,825 | $170,302,247 | |
| 3 | EMA |
Emera Inc
|
1,932,111 | $102,440,523 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
1,000,470 | $87,811,250 | |
| 5 | LNT |
Alliant Energy Corp
|
877,473 | $66,942,415 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
576,647 | $46,800,670 | |
| 7 | SO |
Southern Co
|
379,515 | $36,323,380 | |
| 8 | DUK |
Duke Energy CORP
|
259,205 | $32,810,167 |
All Filings in NEE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,811,250 | 1,000,470 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $61,335,814 | 660,377 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $84,927,166 | 1,057,887 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $4,014,000 | 50,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $76,011,634 | 1,006,910 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $60,424,902 | 870,425 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,028,226 | 733,929 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,032,336 | 14,400 | Call | Sole | 2025-02-19 | |
| 2024-12-31 | $80,905,605 | 1,128,548 | Shares | Defined | 2025-02-19 | |
| 2024-09-30 | $75,638,457 | 894,812 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $49,113,461 | 693,595 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,763,521 | 716,062 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,645,813 | 1,228,940 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $60,583,887 | 1,057,495 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $81,366,086 | 1,096,578 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $97,640,627 | 1,266,744 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $80,871,379 | 967,361 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $72,309,779 | 922,201 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $86,889,204 | 1,121,730 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $104,361,871 | 1,231,990 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $121,213,953 | 1,298,350 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $86,074,484 | 1,096,211 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $112,305,262 | 1,532,550 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $95,090,158 | 1,257,640 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $95,642,467 | 1,239,695 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $73,065,726 | 263,243 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $60,973,637 | 253,877 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $63,225,551 | 262,761 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||