Wellington Shields Capital Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1506071 NEW YORK, NY

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,747,201

+$109,409 QoQ

Shares Held

31,300

+10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,030

of 3,000 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, 2026

Wellington Shields Capital Management, LLC holds $4,218,534 across 7 Utilities - Regulated Electric names. NEE ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	31,300	$2,747,201
2	IDA	Idacorp Inc	4,000	$605,200
3	ETR	Entergy Corp /De/	4,967	$570,509
4	AEP	American Electric Power Co Inc	1,430	$195,638
5	DUK	Duke Energy CORP	630	$79,745
6	ED	Consolidated Edison Inc	93	$10,288
7	SO	Southern Co	104	$9,953

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,747,201	31,300	+10.2%	Shares	Sole	2026-08-10
2026-03-31	$2,637,792	28,400	-0.3%	Shares	Sole	2026-05-04
2025-12-31	$2,286,615	28,483	0.0%	Shares	Sole	2026-02-09
2025-09-30	$2,150,181	28,483	-0.5%	Shares	Sole	2025-11-05
2025-06-30	$1,987,980	28,637	+2.5%	Shares	Sole	2025-08-05
2025-03-31	$1,980,453	27,937	-87.9%	Shares	Sole	2025-05-08
2024-12-31	$2,318,383	230,271	+612.1%	Shares	Sole	2025-02-10
2024-09-30	$2,733,615	32,339	+3.1%	Shares	Sole	2024-11-13
2024-06-30	$2,221,238	31,369	+312.0%	Shares	Sole	2024-08-05
2024-03-31	$486,546	7,613	-5.6%	Shares	Sole	2024-05-03
2023-12-31	$489,746	8,063	-11.0%	Shares	Sole	2024-02-09
2023-09-30	$519,219	9,063	-2.0%	Shares	Sole	2023-11-14
2023-06-30	$686,127	9,247	-6.1%	Shares	Sole	2023-08-11
2023-03-31	$758,775	9,844	-54.1%	Shares	Sole	2023-05-11
2022-12-31	$1,794,808	21,469	+0.8%	Shares	Sole	2023-02-15
2022-09-30	$1,670,446	21,304	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$1,615,350	20,854	+131.0%	Shares	Sole	2022-08-12
2022-03-31	$764,846	9,029	-66.5%	Shares	Sole	2022-05-12
2021-12-31	$2,515,491	26,944	+31.2%	Shares	Sole	2022-02-15
2021-09-30	$1,612,408	20,535	-12.7%	Shares	Sole	2021-11-10
2021-06-30	$1,723,105	23,514	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,777,893	23,514	-1.0%	Shares	Sole	2021-05-12
2020-12-31	$1,832,621	23,754	+357.2%	Shares	Sole	2021-02-09
2020-09-30	$1,442,201	5,196	0.0%	Shares	Sole	2020-11-10
2020-06-30	$1,247,923	5,196	+0.3%	Shares	Sole	2020-08-05
2020-03-31	$1,246,652	5,181	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.