CAPTRUST FINANCIAL ADVISORS

Position in NEE — Nextera Energy Inc

CIK 1512024 RALEIGH, NC

Position in NEE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$124,884,776

+$90,161,429 QoQ

Shares Held

1,344,582

+210.9% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.96328226913643.ToString("F0")% Shared 0.ToString("F0")% None 15.036717730863568.ToString("F0")%

Utilities · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $479,396,163 across 30 Utilities - Regulated Electric names. NEE ranks #1 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	1,344,582	$124,884,776
2	AEP	American Electric Power Co Inc	721,324	$94,551,149
3	DUK	Duke Energy CORP	490,302	$64,200,143
4	SO	Southern Co	306,613	$29,594,286
5	ETR	Entergy Corp /De/	139,129	$15,632,534
6	PNW	Pinnacle West Capital Corp	135,613	$13,663,009
7	D	Dominion Energy, Inc	205,752	$12,719,588
8	XEL	Xcel Energy Inc	137,200	$10,899,168

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$124,884,776	1,344,582	+210.9%	Shares	Sole	2026-05-15
2025-12-31	$34,723,347	432,528	+6.7%	Shares	Sole	2026-02-17
2025-09-30	$30,588,774	405,203	+0.1%	Shares	Sole	2025-11-19
2025-06-30	$28,091,080	404,654	-2.4%	Shares	Sole	2025-08-15
2025-03-31	$29,390,781	414,597	+39.7%	Shares	Sole	2025-05-15
2024-12-31	$21,268,989	296,680	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$25,117,920	297,148	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$21,022,072	296,880	+4.3%	Shares	Sole	2024-08-15
2024-03-31	$18,182,906	284,508	-23.9%	Shares	Sole	2024-05-15
2023-12-31	$22,695,136	373,644	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$21,296,812	371,737	+3.1%	Shares	Sole	2023-11-15
2023-06-30	$26,749,916	360,511	+2.2%	Shares	Sole	2023-08-15
2023-03-31	$27,191,357	352,768	+0.5%	Shares	Sole	2023-05-15
2022-12-31	$29,338,416	350,938	+2.6%	Shares	Sole	2023-02-15
2022-09-30	$26,808,300	341,899	+13.4%	Shares	Sole	2022-11-16
2022-06-30	$23,356,281	301,527	+2.2%	Shares	Sole	2022-08-23
2022-03-31	$25,000,631	295,132	+22.7%	Shares	Sole	2022-05-16
2021-12-31	$22,451,212	240,480	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$19,095,592	243,194	+58.9%	Shares	Sole	2021-11-16
2021-06-30	$11,216,969	153,070	+1.8%	Shares	Sole	2021-08-16
2021-03-31	$11,367,131	150,339	+13.0%	Shares	Sole	2021-05-17
2020-12-31	$10,268,047	133,092	+334.6%	Shares	Sole	2021-02-16
2020-09-30	$2,124,860	30,622	-4.1%	Shares	Sole	2020-11-17
2020-06-30	$1,916,256	31,915	+11.8%	Shares	Sole	2020-08-14
2020-03-31	$1,717,004	28,543	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.