NORTH STAR ASSET MANAGEMENT INC

Position in NEE — Nextera Energy Inc

CIK 1056559 NEENAH, WI

Position in NEE

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$561,815

-$33,731 QoQ

Shares Held

6,401

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,968

of 2,993 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $1,620,623 across 5 Utilities - Regulated Electric names. NEE ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	6,401	$561,815
2	AEP	American Electric Power Co Inc	2,099	$287,164
3	SO	Southern Co	2,826	$270,476
4	LNT	Alliant Energy Corp	3,340	$254,808
5	XEL	Xcel Energy Inc	3,068	$246,360

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$561,815	6,401	-0.2%	Shares	Sole	2026-08-18
2026-03-31	$595,546	6,412	+0.3%	Shares	Sole	2026-05-06
2025-12-31	$513,390	6,395	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$482,532	6,392	+6.7%	Shares	Sole	2025-11-10
2025-06-30	$415,756	5,989	+110.4%	Shares	Sole	2025-08-12
2025-03-31	$201,823	2,847	+3.0%	Shares	Sole	2025-05-08
2024-09-30	$233,725	2,765	+0.9%	Shares	Sole	2024-11-14
2023-06-30	$203,308	2,740	-0.9%	Shares	Sole	2023-08-09
2023-03-31	$213,126	2,765	0.0%	Shares	Sole	2023-05-10
2022-12-31	$231,154	2,765	-11.9%	Shares	Sole	2023-03-06
2022-09-30	$246,206	3,140	0.0%	Shares	Sole	2022-11-08
2022-06-30	$243,223	3,140	+0.3%	Shares	Sole	2022-07-28
2022-03-31	$265,142	3,130	-2.7%	Shares	Sole	2022-04-29
2021-12-31	$300,338	3,217	-0.9%	Shares	Sole	2022-02-07
2021-09-30	$254,953	3,247	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.