Ascent Wealth Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1546865 NEW HARTFORD, NY

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$836,974

+$53,439 QoQ

Shares Held

9,536

+13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,708

of 2,993 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $15,091,978 across 5 Utilities - Regulated Electric names. NEE ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	207,026	$7,525,395
2	SO	Southern Co	25,910	$2,479,846
3	D	Dominion Energy, Inc	32,162	$2,196,342
4	LNT	Alliant Energy Corp	26,916	$2,053,421
5	NEE	Nextera Energy Inc This page	9,536	$836,974

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,974	9,536	+13.0%	Shares	Sole	2026-07-31
2026-03-31	$783,535	8,436	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$670,257	8,349	-0.9%	Shares	Sole	2026-02-02
2025-09-30	$635,852	8,423	-68.9%	Shares	Sole	2025-10-21
2025-06-30	$1,882,392	27,116	-22.3%	Shares	Sole	2025-08-12
2025-03-31	$2,473,777	34,896	+30.5%	Shares	Sole	2025-05-02
2024-12-31	$1,917,062	26,741	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$2,256,274	26,692	+0.0%	Shares	Sole	2024-10-31
2024-06-30	$1,889,139	26,679	+6.2%	Shares	Sole	2024-07-31
2024-03-31	$1,604,907	25,112	-5.7%	Shares	Sole	2024-05-01
2023-12-31	$1,618,295	26,643	+9.8%	Shares	Sole	2024-01-22
2023-09-30	$1,390,428	24,270	+0.3%	Shares	Sole	2023-10-20
2023-06-30	$1,795,046	24,192	+61.0%	Shares	Sole	2023-08-04
2023-03-31	$1,158,049	15,024	+1.4%	Shares	Sole	2023-04-25
2022-12-31	$1,238,868	14,819	-5.3%	Shares	Sole	2023-02-02
2022-09-30	$1,226,410	15,641	-34.2%	Shares	Sole	2022-11-14
2022-06-30	$1,840,449	23,760	+159.3%	Shares	Sole	2022-08-10
2022-03-31	$776,197	9,163	+3.0%	Shares	Sole	2022-05-02
2021-09-30	$698,749	8,899	+3.5%	Shares	Sole	2021-11-01
2021-06-30	$630,208	8,600	0.0%	Shares	Sole	2021-07-30
2021-03-31	$650,246	8,600	0.0%	Shares	Sole	2021-04-26
2020-12-31	$663,490	8,600	+300.0%	Shares	Sole	2021-02-02
2020-09-30	$596,754	2,150	0.0%	Shares	Sole	2020-10-22
2020-06-30	$516,365	2,150	0.0%	Shares	Sole	2020-07-21
2020-03-31	$517,333	2,150	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.