Verity Asset Management, Inc.

Position in NEE — Nextera Energy Inc

CIK 1597298 DURHAM, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$534,519

-$9,014 QoQ

Shares Held

6,090

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,008

of 2,999 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Verity Asset Management, Inc. holds $4,595,913 across 7 Utilities - Regulated Electric names. NEE ranks #5 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	10,205	$1,291,748
2	SO	Southern Co	8,361	$800,231
3	EVRG	Evergy, Inc.	8,846	$764,559
4	AEP	American Electric Power Co Inc	4,005	$547,924
5	NEE	Nextera Energy Inc This page	6,090	$534,519
6	PNW	Pinnacle West Capital Corp	3,535	$378,245
7	LNT	Alliant Energy Corp	3,653	$278,687

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,519	6,090	+4.1%	Shares	Sole	2026-08-13
2026-03-31	$543,533	5,852	+10.6%	Shares	Sole	2026-04-21
2025-12-31	$424,841	5,292	+21.0%	Shares	Sole	2026-01-30
2025-09-30	$330,042	4,372	+11.3%	Shares	Sole	2025-11-14
2025-06-30	$272,751	3,929	+13.0%	Shares	Sole	2025-08-05
2025-03-31	$246,484	3,477	0.0%	Shares	Sole	2025-04-25
2024-12-31	$249,266	3,477	0.0%	Shares	Sole	2025-01-27
2024-09-30	$293,910	3,477	-39.2%	Shares	Sole	2024-10-31
2023-06-30	$424,053	5,715	-0.6%	Shares	Sole	2023-08-16
2023-03-31	$443,132	5,749	+59.1%	Shares	Sole	2023-05-24
2022-12-31	$302,046	3,613	-37.3%	Shares	Sole	2023-02-14
2022-09-30	$451,720	5,761	+63.2%	Shares	Sole	2022-11-16
2021-12-31	$329,560	3,530	+13.1%	Shares	Sole	2022-02-08
2021-09-30	$244,982	3,120	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.