Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,875,184
-$8,069,780 QoQ
Shares Held
55,545
-60.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#800
of 2,993 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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
$8,777,000
PutShares
100,000
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, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. NEE ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in NEE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,875,184 | 55,545 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $8,777,000 | 100,000 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $26,006,400 | 280,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $12,944,964 | 139,373 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $24,084,000 | 300,000 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $13,121,444 | 163,446 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $32,112,000 | 400,000 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $33,257,194 | 440,551 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $14,992,314 | 198,600 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $26,421,500 | 350,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $5,262,036 | 75,800 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $15,674,064 | 225,786 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $50,107,178 | 706,830 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $10,615,138 | 148,070 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $431,103 | 5,100 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,130,494 | 25,204 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $633,975 | 7,500 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $1,071,496 | 15,132 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $595,769 | 9,322 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,935,690 | 180,041 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $17,347,344 | 285,600 | Call | Defined | 2024-05-06 | |
| 2023-09-30 | $7,533,635 | 131,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $4,869,650 | 85,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,258,604 | 21,969 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,505,133 | 47,239 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $5,936,000 | 80,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $5,936,000 | 80,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $1,139,088 | 14,778 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $655,180 | 8,500 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $1,258,681 | 15,056 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||