Plante Moran Financial Advisors, LLC
Position in NEE — Nextera Energy Inc
CIK 1424717
SOUTHFIELD, MI
Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$429,634
+$37,588 QoQ
Shares Held
4,895
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,177
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. NEE ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,634 | 4,895 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $392,046 | 4,221 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $638,226 | 7,950 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $603,693 | 7,997 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $575,214 | 8,286 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $595,688 | 8,403 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $714,964 | 9,973 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $854,429 | 10,108 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $683,458 | 9,652 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $568,287 | 8,892 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $507,543 | 8,356 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $505,297 | 8,820 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $677,000 | 9,124 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $742,434 | 9,632 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $828,559 | 9,911 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $782,374 | 9,978 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $773,902 | 9,991 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $510,716 | 6,029 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $602,638 | 6,455 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $526,869 | 6,710 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $461,810 | 6,302 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $453,584 | 5,999 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $460,122 | 5,964 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $530,139 | 1,910 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $420,057 | 1,749 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $625,130 | 2,598 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||