PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Position in NEE — Nextera Energy Inc
CIK 1004140
HUNTINGDON VALLEY, PA
Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,152,507
-$67,007 QoQ
Shares Held
13,131
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,524
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds $1,402,157 across 2 Utilities - Regulated Electric names. NEE ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
13,131 | $1,152,507 | |
| 2 | EXC |
Exelon Corp
|
5,355 | $249,650 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,507 | 13,131 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,219,514 | 13,130 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,059,535 | 13,198 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $954,118 | 12,639 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $875,316 | 12,609 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $887,188 | 12,515 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $907,523 | 12,659 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $954,174 | 11,288 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $790,947 | 11,170 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $726,017 | 11,360 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $681,077 | 11,213 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $680,662 | 11,881 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $876,302 | 11,810 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $910,160 | 11,808 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $988,235 | 11,821 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $955,582 | 12,187 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $944,005 | 12,187 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,033,885 | 12,205 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,139,458 | 12,205 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $978,594 | 12,463 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $917,465 | 12,520 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $946,637 | 12,520 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $965,918 | 12,520 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $869,040 | 3,131 | Shares | Sole | 2020-10-07 | |
| 2020-03-31 | $756,028 | 3,142 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||