Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,655,876
-$912,714 QoQ
Shares Held
98,620
-4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#630
of 2,988 holders
Holding Since
Mar 2020
25 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, 2026BOKF, NA holds $91,835,441 across 24 Utilities - Regulated Electric names. NEE ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
166,096 | $21,024,431 | |
| 2 | AEP |
American Electric Power Co Inc
|
128,246 | $17,545,335 | |
| 3 | FE |
Firstenergy Corp
|
327,898 | $15,588,270 | |
| 4 | CMS |
Cms Energy Corp
|
141,275 | $10,807,537 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
98,620 | $8,655,876 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
41,074 | $3,333,565 | |
| 7 | CNP |
Centerpoint Energy Inc
|
73,930 | $3,255,876 | |
| 8 | SO |
Southern Co
|
28,580 | $2,735,391 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,655,876 | 98,620 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,568,590 | 103,021 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,972,526 | 99,309 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,821,141 | 103,605 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,484,586 | 107,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,781,311 | 109,766 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,762,305 | 108,276 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,518,510 | 100,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,314,743 | 103,301 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,033,167 | 110,048 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,794,118 | 144,783 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,077,192 | 193,353 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,083,005 | 203,275 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $16,263,108 | 210,990 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $20,049,119 | 239,822 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $17,872,304 | 227,934 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $15,588,746 | 201,249 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $16,957,247 | 200,180 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $19,233,652 | 206,016 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $15,579,152 | 198,410 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $17,920,325 | 237,010 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $19,121,396 | 247,847 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $17,160,424 | 61,826 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $13,911,606 | 57,924 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $12,896,028 | 53,595 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||