WestEnd Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1351731 CHARLOTTE, NC

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$8,338

+$72 QoQ

Shares Held

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,949

of 2,997 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WestEnd Advisors, LLC holds $51,083 across 23 Utilities - Regulated Electric names. NEE ranks #1 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	95	$8,338
2	SO	Southern Co	52	$4,976
3	DUK	Duke Energy CORP	35	$4,430
4	AEP	American Electric Power Co Inc	25	$3,420
5	D	Dominion Energy, Inc	41	$2,799
6	ETR	Entergy Corp /De/	21	$2,412
7	XEL	Xcel Energy Inc	29	$2,328
8	EXC	Exelon Corp	47	$2,191

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,338	95	+6.7%	Shares	Sole	2026-07-22
2026-03-31	$8,266	89	0.0%	Shares	Sole	2026-04-22
2025-12-31	$7,144	89	-6.3%	Shares	Sole	2026-01-27
2025-09-30	$7,171	95	+239.3%	Shares	Sole	2025-10-22
2024-09-30	$2,366	28	-6.7%	Shares	Sole	2024-10-25
2024-06-30	$2,124	30	-6.2%	Shares	Sole	2024-07-29
2024-03-31	$2,045	32	+10.3%	Shares	Sole	2024-05-07
2023-12-31	$1,761	29	-45.3%	Shares	Sole	2024-01-18
2023-09-30	$3,036	53	+23.3%	Shares	Sole	2023-10-19
2023-03-31	$3,468	45	—	Principal	Other	2023-04-28
2022-12-31	$3,594	43	+38.7%	Shares	Sole	2023-01-31
2022-09-30	$2,430	31	+47.6%	Shares	Sole	2022-10-27
2022-06-30	$1,626	21	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.