ASSETMARK, INC

Position in NEE — Nextera Energy Inc

CIK 1344551 CONCORD, CA

Position in NEE

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$18,026,243

+$580,516 QoQ

Shares Held

194,081

-10.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

ASSETMARK, INC holds $427,060,185 across 36 Utilities - Regulated Electric names. NEE ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	1,601,327	$117,185,109
2	ED	Consolidated Edison Inc	698,131	$79,014,466
3	PEG	Public Service Enterprise Group Inc	837,767	$67,817,238
4	WEC	Wec Energy Group, Inc.	205,708	$23,814,815
5	ETR	Entergy Corp /De/	188,714	$21,203,905
6	DUK	Duke Energy CORP	141,471	$18,524,212
7	NEE	Nextera Energy Inc This page	194,081	$18,026,243
8	XEL	Xcel Energy Inc	159,223	$12,648,675

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,026,243	194,081	-10.7%	Shares	Sole	2026-05-06
2025-12-31	$17,445,727	217,311	+5.7%	Shares	Sole	2026-01-23
2025-09-30	$15,512,968	205,497	+1.8%	Shares	Sole	2025-11-06
2025-06-30	$14,009,580	201,809	+11.0%	Shares	Sole	2025-08-04
2025-03-31	$12,891,275	181,849	-2.0%	Shares	Sole	2025-05-06
2024-12-31	$13,301,577	185,543	+14.2%	Shares	Sole	2025-02-06
2024-09-30	$13,736,632	162,506	+14.0%	Shares	Sole	2024-11-01
2024-06-30	$10,094,319	142,555	+7.6%	Shares	Sole	2024-08-13
2024-03-31	$8,466,668	132,478	+4.3%	Shares	Sole	2024-05-07
2023-12-31	$7,714,101	127,002	-11.0%	Shares	Sole	2024-02-09
2023-09-30	$8,170,642	142,619	+15.8%	Shares	Sole	2023-10-27
2023-06-30	$9,138,843	123,165	+31.1%	Shares	Defined	2023-08-11
2023-03-31	$7,241,511	93,948	+34.5%	Shares	Defined	2023-05-05
2022-12-31	$5,839,376	69,849	+13.4%	Shares	Defined	2023-02-10
2022-09-30	$4,831,232	61,615	+25.9%	Shares	Sole	2022-11-01
2022-06-30	$3,790,969	48,941	+34.4%	Shares	Sole	2022-08-03
2022-03-31	$3,084,375	36,411	+76.2%	Shares	Sole	2022-05-13
2021-12-31	$1,929,471	20,667	+10.6%	Shares	Sole	2022-02-14
2021-09-30	$1,466,675	18,679	-35.4%	Shares	Sole	2021-11-12
2021-06-30	$2,118,598	28,911	-30.4%	Shares	Sole	2021-08-16
2021-03-31	$3,139,402	41,521	-25.7%	Shares	Sole	2021-05-14
2020-12-31	$4,312,685	55,900	+207.7%	Shares	Sole	2021-02-10
2020-09-30	$1,260,746	18,169	-11.0%	Shares	Sole	2020-11-13
2020-06-30	$1,225,887	20,417	-21.2%	Shares	Sole	2020-08-11
2020-03-31	$1,559,217	25,920	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.