Westside Investment Management, Inc.
Position in NEE — Nextera Energy Inc
CIK 1538383
SANTA MONICA, CA
Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$234,696
-$13,664 QoQ
Shares Held
2,674
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,610
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, 2026Westside Investment Management, Inc. holds $2,249,588 across 26 Utilities - Regulated Electric names. NEE ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
5,610 | $644,364 | |
| 2 | SO |
Southern Co
|
3,286 | $314,502 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
2,674 | $234,696 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,715 | $234,628 | |
| 5 | DUK |
Duke Energy CORP
|
1,099 | $139,110 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
9,973 | $134,934 | |
| 7 | OGE |
Oge Energy Corp.
|
2,760 | $134,301 | |
| 8 | EVRG |
Evergy, Inc.
|
1,384 | $119,618 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,696 | 2,674 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $248,360 | 2,674 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,462 | 2,796 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $207,446 | 2,748 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $167,232 | 2,409 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $146,742 | 2,070 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $148,398 | 2,070 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $174,977 | 2,070 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $150,046 | 2,119 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $135,425 | 2,119 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $146,201 | 2,407 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $137,897 | 2,407 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $186,019 | 2,507 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $193,239 | 2,507 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $209,585 | 2,507 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $196,573 | 2,507 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $194,192 | 2,507 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $216,772 | 2,559 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $145,548 | 1,559 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $122,412 | 1,559 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $110,652 | 1,510 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $104,946 | 1,388 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $83,939 | 1,088 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $71,888 | 259 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $62,204 | 259 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $62,320 | 259 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||