Focus Partners Wealth

Position in NEE — Nextera Energy Inc

CIK 1542153 ST LOUIS, MO

Position in NEE

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

Position Value

$102,288,558

+$13,033,977 QoQ

Shares Held

1,101,298

-0.9% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 58.56516077193879.ToString("F0")% Shared 0.ToString("F0")% None 41.4348392280612.ToString("F0")%

Utilities · as of Mar 31, 2026

Focus Partners Wealth holds $697,439,690 across 31 Utilities - Regulated Electric names. NEE ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,147,807	$150,293,848
2	SO	Southern Co	1,462,181	$141,129,710
3	NEE	Nextera Energy Inc This page	1,101,298	$102,288,558
4	PCG	PG&E Corp	2,941,405	$51,680,485
5	D	Dominion Energy, Inc	661,822	$40,913,836
6	DTE	Dte Energy Co	234,496	$34,288,005
7	EVRG	Evergy, Inc.	411,084	$33,676,001
8	ES	Eversource Energy	350,927	$24,312,222

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$102,288,558	1,101,298	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$89,254,581	1,111,791	+20.0%	Shares	Sole	2026-02-13
2025-09-30	$69,962,395	926,777	+5.9%	Shares	Sole	2025-11-14
2025-06-30	$60,754,926	875,179	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$62,559,503	882,487	+0.8%	Shares	Sole	2025-05-20
2024-12-31	$62,774,058	875,632	+22.2%	Shares	Sole	2025-05-29
2024-09-30	$60,568,027	716,527	+54.8%	Shares	Sole	2024-11-14
2024-06-30	$32,773,204	462,833	+3.9%	Shares	Sole	2024-08-15
2024-03-31	$28,455,927	445,250	+197.2%	Shares	Sole	2024-05-16
2023-12-31	$9,098,609	149,796	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.