Smith Salley Wealth Management

Position in NEE — Nextera Energy Inc

CIK 1482012 GREENSBORO, NC

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$32,008,841

-$1,777,652 QoQ

Shares Held

364,690

+0.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#295

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Smith Salley Wealth Management holds $45,002,000 across 5 Utilities - Regulated Electric names. NEE ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	364,690	$32,008,841
2	DUK	Duke Energy CORP	59,147	$7,486,827
3	AEP	American Electric Power Co Inc	31,251	$4,275,449
4	SO	Southern Co	10,380	$993,469
5	LNT	Alliant Energy Corp	3,112	$237,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,008,841	364,690	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$33,786,493	363,765	+2.6%	Shares	Sole	2026-04-16
2025-12-31	$28,454,282	354,438	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$26,490,346	350,912	+3.9%	Shares	Sole	2025-10-20
2025-06-30	$23,444,869	337,725	+3.3%	Shares	Sole	2025-07-17
2025-03-31	$23,178,832	326,969	+11.6%	Shares	Sole	2025-04-25
2024-12-31	$21,005,671	293,007	+0.6%	Shares	Sole	2025-01-15
2024-09-30	$24,610,233	291,142	+3.6%	Shares	Sole	2024-10-24
2024-06-30	$19,897,043	280,992	+4.1%	Shares	Sole	2024-07-29
2024-03-31	$17,259,087	270,053	-13.4%	Shares	Sole	2024-05-02
2023-12-31	$18,933,203	311,709	+23.4%	Shares	Sole	2024-01-24
2023-09-30	$14,470,823	252,589	+74.6%	Shares	Sole	2023-10-27
2023-06-30	$10,736,591	144,698	+2.0%	Shares	Sole	2023-08-04
2023-03-31	$10,933,104	141,841	+1582.0%	Shares	Sole	2023-05-03
2022-12-31	$704,998	8,433	+5.1%	Shares	Sole	2023-02-03
2022-09-30	$629,083	8,023	-0.5%	Shares	Sole	2022-11-01
2022-06-30	$624,637	8,064	+1.1%	Shares	Sole	2022-08-01
2022-03-31	$675,562	7,975	-0.7%	Shares	Sole	2022-05-10
2021-12-31	$749,867	8,032	+1.6%	Shares	Sole	2022-02-10
2021-09-30	$620,779	7,906	0.0%	Shares	Sole	2021-11-05
2021-06-30	$579,351	7,906	-4.7%	Shares	Sole	2021-08-09
2021-03-31	$627,411	8,298	-4.6%	Shares	Sole	2021-04-30
2020-12-31	$670,742	8,694	+324.5%	Shares	Sole	2021-01-28
2020-09-30	$568,442	2,048	+2.1%	Shares	Sole	2020-11-05
2020-06-30	$481,781	2,006	-0.2%	Shares	Sole	2020-08-04
2020-03-31	$483,886	2,011	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.