NOVARE CAPITAL MANAGEMENT LLC

Position in NEE — Nextera Energy Inc

CIK 1388409 CHARLOTTE, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,281,414

-$610,677 QoQ

Shares Held

105,747

-0.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#604

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Utilities · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $11,969,764 across 4 Utilities - Regulated Electric names. NEE ranks #1 (77.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	105,747	$9,281,414
2	DUK	Duke Energy CORP	12,823	$1,623,135
3	SO	Southern Co	6,484	$620,583
4	AEP	American Electric Power Co Inc	3,250	$444,632

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,281,414	105,747	-0.7%	Shares	Sole	2026-08-07
2026-03-31	$9,892,091	106,504	-4.7%	Shares	Sole	2026-04-17
2025-12-31	$8,971,530	111,753	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$8,454,880	112,000	-4.5%	Shares	Sole	2025-11-03
2025-06-30	$8,144,423	117,321	-0.4%	Shares	Sole	2025-07-29
2025-03-31	$8,347,510	117,753	+4.5%	Shares	Sole	2025-04-29
2024-12-31	$8,075,376	112,643	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$9,491,620	112,287	+0.6%	Shares	Sole	2024-10-11
2024-06-30	$7,906,007	111,651	-4.0%	Shares	Sole	2024-08-02
2024-03-31	$7,435,033	116,336	+8.0%	Shares	Sole	2024-05-06
2023-12-31	$6,545,767	107,767	+1.2%	Shares	Sole	2024-02-08
2023-09-30	$6,103,275	106,533	+4.5%	Shares	Sole	2023-11-02
2023-06-30	$7,563,280	101,931	+0.7%	Shares	Sole	2023-07-28
2023-03-31	$7,800,650	101,202	+2.7%	Shares	Sole	2023-04-20
2022-12-31	$8,236,606	98,524	-1.1%	Shares	Sole	2023-01-17
2022-09-30	$7,811,282	99,621	-0.1%	Shares	Sole	2022-10-11
2022-06-30	$7,724,853	99,727	-29.3%	Shares	Sole	2022-08-03
2022-03-31	$11,950,378	141,074	-3.9%	Shares	Sole	2022-05-09
2021-12-31	$13,700,766	146,752	+0.8%	Shares	Sole	2022-02-03
2021-09-30	$11,434,003	145,619	-0.5%	Shares	Sole	2021-11-04
2021-06-30	$10,719,911	146,287	+8.0%	Shares	Sole	2021-08-02
2021-03-31	$10,237,896	135,404	+55.3%	Shares	Sole	2021-05-11
2020-12-31	$6,725,705	87,177	+284.4%	Shares	Sole	2021-02-01
2020-09-30	$6,293,950	22,676	-0.4%	Shares	Sole	2020-11-03
2020-06-30	$5,468,911	22,771	-2.6%	Shares	Sole	2020-08-06
2020-03-31	$5,625,214	23,378	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.