SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in NEE — Nextera Energy Inc

CIK 1079935 LOS ANGELES, CA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,188,141

-$459,735 QoQ

Shares Held

13,537

-23.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,502

of 2,993 holders

Holding Since

Mar 2020

26 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, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,214,399 across 8 Utilities - Regulated Electric names. NEE ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	13,537	$1,188,141
2	D	Dominion Energy, Inc	12,945	$884,013
3	PPL	PPL Corp	14,363	$522,094
4	DUK	Duke Energy CORP	3,868	$489,611
5	AEP	American Electric Power Co Inc	2,648	$362,272
6	SO	Southern Co	2,959	$283,205
7	EXC	Exelon Corp	5,680	$264,800
8	ED	Consolidated Edison Inc	1,991	$220,263

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,188,141	13,537	-23.7%	Shares	Defined	2026-07-14
2026-03-31	$1,647,876	17,742	-32.2%	Shares	Defined	2026-04-15
2025-12-31	$2,099,561	26,153	-94.3%	Shares	Defined	2026-02-06
2025-09-30	$34,568,380	457,920	-13.3%	Shares	Defined	2025-11-05
2025-06-30	$36,675,140	528,308	+1.8%	Shares	Defined	2025-07-29
2025-03-31	$36,800,770	519,125	-38.9%	Shares	Defined	2025-05-16
2024-12-31	$60,907,321	849,593	+7.2%	Shares	Sole	2025-02-11
2024-09-30	$67,013,693	792,780	+12.3%	Shares	Defined	2024-11-06
2024-06-30	$49,994,125	706,032	+167.9%	Shares	Defined	2024-07-26
2024-03-31	$16,841,370	263,517	+17.9%	Shares	Sole	2024-05-13
2023-12-31	$13,571,684	223,439	-63.6%	Shares	Defined	2024-01-29
2023-09-30	$35,213,412	614,652	+14.7%	Shares	Defined	2023-10-26
2023-06-30	$39,778,174	536,094	+5.1%	Shares	Defined	2023-07-20
2023-03-31	$39,327,371	510,215	+7.1%	Shares	Sole	2023-05-03
2022-12-31	$39,838,576	476,538	+2.0%	Shares	Sole	2023-01-11
2022-09-30	$36,640,129	467,289	-10.5%	Shares	Sole	2022-10-20
2022-06-30	$40,441,633	522,097	+276.1%	Shares	Sole	2022-07-13
2022-03-31	$11,759,441	138,820	+13.4%	Shares	Sole	2022-04-19
2021-12-31	$11,425,676	122,383	+4.5%	Shares	Defined	2022-01-20
2021-09-30	$9,198,460	117,148	+2.8%	Shares	Defined	2021-10-12
2021-06-30	$8,352,014	113,974	+15.3%	Shares	Sole	2021-07-16
2021-03-31	$7,476,694	98,885	+12.9%	Shares	Sole	2021-04-15
2020-12-31	$6,755,948	87,569	+309.7%	Shares	Sole	2021-01-13
2020-09-30	$5,932,011	21,372	+2.2%	Shares	Sole	2020-10-13
2020-06-30	$5,022,435	20,912	+2.5%	Shares	Defined	2020-07-21
2020-03-31	$4,910,813	20,409	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.