Obermeyer Wealth Partners

Position in NEE — Nextera Energy Inc

CIK 1349654 ASPEN, CO

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$401,986

-$66,407 QoQ

Shares Held

4,580

-9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,232

of 3,000 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,121,960 across 5 Utilities - Regulated Electric names. NEE ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	7,497	$875,424
2	NEE	Nextera Energy Inc This page	4,580	$401,986
3	XEL	Xcel Energy Inc	4,844	$388,973
4	ETR	Entergy Corp /De/	2,184	$250,854
5	SO	Southern Co	2,139	$204,723

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,986	4,580	-9.2%	Shares	Sole	2026-07-29
2026-03-31	$468,393	5,043	-98.3%	Shares	Sole	2026-04-21
2025-12-31	$23,510,720	292,859	-0.9%	Shares	Sole	2026-01-29
2025-09-30	$22,304,501	295,463	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$20,577,198	296,416	+0.3%	Shares	Sole	2025-08-05
2025-03-31	$20,953,949	295,584	+7157.2%	Shares	Sole	2025-05-06
2024-12-31	$291,993	4,073	-20.4%	Shares	Sole	2025-02-14
2023-12-31	$310,685	5,115	+112.0%	Shares	Sole	2024-01-31
2022-03-31	$204,405	2,413	0.0%	Shares	Sole	2022-05-16
2021-12-31	$225,277	2,413	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.