Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,598,865,091
-$46,110,937 QoQ
Shares Held
18,216,533
+2.9% QoQ
Ownership
0.874%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#19
of 3,009 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 5%
None 40%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,141,010
PutShares
13,000
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, 2026DEUTSCHE BANK AG\ holds $9,146,285,087 across 35 Utilities - Regulated Electric names. NEE ranks #1 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
18,216,533 | $1,598,865,091 | |
| 2 | CNP |
Centerpoint Energy Inc
|
17,503,887 | $770,871,177 | |
| 3 | ED |
Consolidated Edison Inc
|
6,771,976 | $749,183,701 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
6,053,574 | $706,875,829 | |
| 5 | PCG |
PG&E Corp
|
40,201,738 | $676,193,230 | |
| 6 | CMS |
Cms Energy Corp
|
8,082,021 | $618,274,605 | |
| 7 | EXC |
Exelon Corp
|
12,173,111 | $567,510,429 | |
| 8 | XEL |
Xcel Energy Inc
|
5,403,828 | $433,927,385 |
All Filings in NEE
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,010 | 13,000 | Put | Defined | 2026-08-07 | |
| 2026-06-30 | $1,598,865,091 | 18,216,533 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,644,976,028 | 17,710,767 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1,387,347,331 | 17,281,357 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,267,892,514 | 16,795,503 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,115,319,829 | 16,066,261 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,701,360 | 24,000 | Put | Defined | 2025-05-09 | |
| 2025-03-31 | $1,086,387,327 | 15,324,973 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,081,598,420 | 15,087,159 | Shares | Sole | 2025-06-30 | |
| 2024-12-31 | $1,720,560 | 24,000 | Put | Defined | 2025-06-30 | |
| 2024-09-30 | $1,235,198,676 | 14,612,548 | Shares | Other | 2025-06-26 | |
| 2024-06-30 | $1,034,800,340 | 14,613,760 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $2,684,220 | 42,000 | Put | Defined | 2025-06-02 | |
| 2024-03-31 | $850,849,672 | 13,313,248 | Shares | Sole | 2025-06-02 | |
| 2023-12-31 | $704,540,015 | 11,599,276 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $2,551,080 | 42,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $737,484,309 | 12,872,828 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,005,579,169 | 13,552,280 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $22,260 | 300 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $28,827 | 374 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $917,076,636 | 11,897,725 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,131,355,197 | 13,532,957 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $991,936,751 | 12,650,641 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,026,331,435 | 13,249,825 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,282,758,102 | 15,142,936 | Shares | Defined | 2022-05-13 | |
| 2022-03-31 | $26,768 | 316 | Put | Defined | 2022-05-13 | |
| 2021-12-31 | $1,455,505,546 | 15,590,248 | Shares | Defined | 2022-02-16 | |
| 2021-12-31 | $28,941 | 310 | Put | Defined | 2022-02-16 | |
| 2021-09-30 | $1,267,115,628 | 16,137,489 | Shares | Defined | 2021-11-04 | |
| 2021-09-30 | $29,209 | 372 | Put | Defined | 2021-11-04 | |
| 2021-06-30 | $84,418 | 1,152 | Put | Defined | 2021-08-11 | |
| 2021-06-30 | $1,103,264,322 | 15,055,463 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $48,390 | 640 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $1,261,094,946 | 16,678,944 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,424,572,118 | 18,464,966 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,314,681,527 | 4,736,567 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $65,226 | 235 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $1,125,854,746 | 4,687,741 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $56,439 | 235 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $1,251,691,514 | 5,201,943 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||