Cerity Partners LLC

Position in NEE — Nextera Energy Inc

CIK 1566475 NEW YORK, NY

Position in NEE

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

Position Value

$137,504,566

+$21,562,184 QoQ

Shares Held

1,480,454

+2.5% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 67.58507863128472.ToString("F0")% Shared 13.604340290208276.ToString("F0")% None 18.810581078507.ToString("F0")%

Utilities · as of Mar 31, 2026

Cerity Partners LLC holds $602,707,899 across 37 Utilities - Regulated Electric names. NEE ranks #1 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	1,480,454	$137,504,566
2	EIX	Edison International	858,826	$62,848,886
3	DUK	Duke Energy CORP	440,326	$57,656,285
4	PCG	PG&E Corp	3,150,747	$55,358,623
5	AEP	American Electric Power Co Inc	256,384	$33,606,813
6	ED	Consolidated Edison Inc	224,098	$25,363,410
7	SO	Southern Co	260,784	$25,170,870
8	EXC	Exelon Corp	434,432	$21,295,855

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$137,504,566	1,480,454	+2.5%	Shares	Other	2026-05-15
2025-12-31	$115,942,382	1,444,225	+5.5%	Shares	Other	2026-02-11
2025-09-30	$103,377,138	1,369,415	+0.2%	Shares	Other	2025-10-22
2025-06-30	$94,866,942	1,366,565	+5.2%	Shares	Sole	2025-08-13
2025-03-31	$92,052,366	1,298,524	+9.6%	Shares	Sole	2025-04-30
2024-12-31	$84,911,499	1,184,426	-6.1%	Shares	Sole	2025-02-13
2024-09-30	$106,602,811	1,261,124	+19.7%	Shares	Sole	2024-11-12
2024-06-30	$74,627,437	1,053,911	-7.6%	Shares	Sole	2024-08-13
2024-03-31	$72,877,915	1,140,321	+36.6%	Shares	Defined	2024-05-14
2023-12-31	$50,719,297	835,023	+34.5%	Shares	Other	2024-01-26
2023-09-30	$35,567,006	620,824	-20.3%	Shares	Sole	2023-11-14
2023-06-30	$57,808,107	779,085	+1.8%	Shares	Sole	2023-08-14
2023-03-31	$58,964,889	764,983	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$64,062,596	766,299	+224.5%	Shares	Other	2023-02-15
2022-09-30	$18,516,051	236,144	-18.5%	Shares	Sole	2022-11-14
2022-06-30	$22,431,873	289,593	-14.7%	Shares	Sole	2022-08-10
2022-03-31	$28,751,336	339,409	+6.6%	Shares	Sole	2022-04-25
2021-12-31	$29,730,958	318,455	+16.8%	Shares	Sole	2022-02-14
2021-09-30	$21,401,803	272,565	+39.3%	Shares	Sole	2021-10-25
2021-06-30	$14,343,534	195,736	-1.4%	Shares	Sole	2021-08-11
2021-03-31	$15,005,258	198,456	+158.0%	Shares	Sole	2021-08-11
2020-12-31	$5,935,458	76,934	+311.3%	Shares	Sole	2021-02-11
2020-09-30	$1,297,939	18,705	+193.6%	Shares	Sole	2020-11-12
2020-06-30	$382,470	6,370	-8.8%	Shares	Sole	2020-08-17
2020-03-31	$419,942	6,981	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.