WBH ADVISORY INC

Position in NEE — Nextera Energy Inc

CIK 1259671 BALTIMORE, MD

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,038,319

-$98,253 QoQ

Shares Held

11,830

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,582

of 2,988 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Utilities · as of Jun 30, 2026

WBH ADVISORY INC holds $2,465,316 across 5 Utilities - Regulated Electric names. NEE ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	11,830	$1,038,319
2	AEP	American Electric Power Co Inc	3,702	$506,470
3	DUK	Duke Energy CORP	3,596	$455,181
4	EXC	Exelon Corp	5,493	$256,083
5	LNT	Alliant Energy Corp	2,743	$209,263

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,038,319	11,830	-3.3%	Shares	Sole	2026-08-05
2026-03-31	$1,136,572	12,237	-5.2%	Shares	Sole	2026-04-27
2025-12-31	$1,036,173	12,907	+7.1%	Shares	Sole	2026-01-26
2025-09-30	$909,503	12,048	-0.7%	Shares	Sole	2025-10-30
2025-06-30	$842,203	12,132	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$859,612	12,126	+2.4%	Shares	Sole	2025-05-12
2024-12-31	$848,594	11,837	+4.7%	Shares	Sole	2025-01-31
2024-09-30	$956,118	11,311	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$800,365	11,303	-0.6%	Shares	Sole	2024-07-11
2024-03-31	$726,848	11,373	-2.1%	Shares	Sole	2024-04-16
2023-12-31	$705,555	11,616	-15.8%	Shares	Sole	2024-01-09
2023-09-30	$790,029	13,790	-1.2%	Shares	Sole	2023-10-10
2023-06-30	$1,035,164	13,951	-5.7%	Shares	Sole	2023-07-12
2023-03-31	$1,140,938	14,802	-4.7%	Shares	Sole	2023-04-20
2022-09-30	$1,218,491	15,540	-7.8%	Shares	Sole	2022-10-18
2022-06-30	$1,305,046	16,848	-2.8%	Shares	Sole	2022-07-12
2022-03-31	$1,468,956	17,341	+0.8%	Shares	Sole	2022-04-29
2021-12-31	$1,606,352	17,206	+7.5%	Shares	Sole	2022-01-28
2021-09-30	$1,256,241	15,999	-0.3%	Shares	Sole	2021-10-25
2021-06-30	$1,175,484	16,041	-1.4%	Shares	Sole	2021-07-27
2021-03-31	$1,229,721	16,264	-0.7%	Shares	Sole	2021-04-19
2020-12-31	$1,263,794	16,381	+296.1%	Shares	Sole	2021-01-21
2020-09-30	$1,147,988	4,136	-0.7%	Shares	Sole	2020-10-27
2020-06-30	$1,000,067	4,164	+5.8%	Shares	Sole	2020-08-05
2020-03-31	$947,080	3,936	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.