First Business Financial Services, Inc.
Position in NEE — Nextera Energy Inc
CIK 1521951
MADISON, WI
Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,041,932
-$53,201 QoQ
Shares Held
34,658
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#989
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Business Financial Services, Inc. holds $7,759,394 across 9 Utilities - Regulated Electric names. NEE ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
34,658 | $3,041,932 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,845 | $1,894,134 | |
| 3 | MGEE |
Mge Energy Inc
|
7,458 | $608,125 | |
| 4 | SO |
Southern Co
|
5,311 | $508,315 | |
| 5 | LNT |
Alliant Energy Corp
|
6,491 | $495,198 | |
| 6 | DUK |
Duke Energy CORP
|
3,321 | $420,372 | |
| 7 | XEL |
Xcel Energy Inc
|
4,178 | $335,493 | |
| 8 | PPL |
PPL Corp
|
6,340 | $230,459 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,041,932 | 34,658 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,095,133 | 33,324 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,438,183 | 30,371 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,231,484 | 29,560 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,247,750 | 32,379 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,878,655 | 26,501 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,768,879 | 24,674 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,054,670 | 24,307 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,528,858 | 21,591 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $256,854 | 4,019 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $287,786 | 4,738 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,440 | 4,738 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $331,154 | 4,463 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $339,922 | 4,410 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $375,447 | 4,491 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $352,139 | 4,491 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $347,872 | 4,491 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $380,432 | 4,491 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $419,279 | 4,491 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $305,521 | 3,891 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $285,132 | 3,891 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $265,844 | 3,516 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $271,259 | 3,516 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $246,473 | 888 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $213,270 | 888 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $225,701 | 938 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||