NORTHSTAR ASSET MANAGEMENT Co

Position in NEE — Nextera Energy Inc

CIK 1132708 BLUE BELL, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,144,169

-$70,329 QoQ

Shares Held

13,036

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,530

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NORTHSTAR ASSET MANAGEMENT Co holds $1,279,742 across 4 Utilities - Regulated Electric names. NEE ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	13,036	$1,144,169
2	ED	Consolidated Edison Inc	800	$88,504
3	DUK	Duke Energy CORP	275	$34,809
4	WEC	Wec Energy Group, Inc.	105	$12,260

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,144,169	13,036	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$1,214,498	13,076	-0.5%	Shares	Sole	2026-04-23
2025-12-31	$1,054,959	13,141	-2.0%	Shares	Sole	2026-01-27
2025-09-30	$1,012,773	13,416	-4.6%	Shares	Sole	2025-10-22
2025-06-30	$976,114	14,061	-8.8%	Shares	Sole	2025-07-31
2025-03-31	$1,093,194	15,421	-1.9%	Shares	Sole	2025-04-29
2024-12-31	$1,127,038	15,721	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,328,895	15,721	-13.5%	Shares	Sole	2024-10-30
2024-06-30	$1,286,334	18,166	-6.0%	Shares	Sole	2024-07-18
2024-03-31	$1,235,444	19,331	-5.3%	Shares	Sole	2024-04-26
2023-12-31	$1,239,946	20,414	-6.4%	Shares	Sole	2024-01-29
2023-09-30	$1,249,724	21,814	+2.4%	Shares	Sole	2023-10-25
2023-06-30	$1,581,127	21,309	-0.9%	Shares	Sole	2023-07-28
2023-03-31	$1,657,913	21,509	-8.1%	Shares	Sole	2023-04-24
2022-12-31	$1,956,992	23,409	-1.2%	Shares	Sole	2023-01-27
2022-09-30	$1,857,062	23,684	-0.2%	Shares	Sole	2022-10-19
2022-06-30	$1,838,435	23,734	+0.8%	Shares	Sole	2022-07-20
2022-03-31	$1,993,988	23,539	-7.2%	Shares	Sole	2022-04-26
2021-12-31	$2,367,609	25,360	-0.2%	Shares	Sole	2022-02-03
2021-09-30	$1,995,193	25,410	-2.3%	Shares	Sole	2021-10-29
2021-06-30	$1,906,012	26,010	+5.0%	Shares	Sole	2021-08-11
2021-03-31	$1,872,858	24,770	+17.4%	Shares	Sole	2021-04-21
2020-12-31	$1,627,093	21,090	+409.5%	Shares	Sole	2021-01-21
2020-09-30	$1,148,820	4,139	+7.0%	Shares	Sole	2020-10-19
2020-06-30	$929,457	3,870	+0.7%	Shares	Sole	2020-08-03
2020-03-31	$925,183	3,845	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.