Waldron Private Wealth LLC

Position in NEE — Nextera Energy Inc

CIK 1598180 BRIDGEVILLE, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,300,488

-$75,622 QoQ

Shares Held

14,817

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,460

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waldron Private Wealth LLC holds $2,666,391 across 3 Utilities - Regulated Electric names. NEE ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	14,817	$1,300,488
2	AEP	American Electric Power Co Inc	8,350	$1,142,363
3	DUK	Duke Energy CORP	1,766	$223,540

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,300,488	14,817	+0.0%	Shares	Sole	2026-07-20
2026-03-31	$1,376,110	14,816	+2.8%	Shares	Sole	2026-04-10
2025-12-31	$1,156,995	14,412	-6.9%	Shares	Sole	2026-01-14
2025-09-30	$1,168,056	15,473	+11.0%	Shares	Sole	2025-10-30
2025-06-30	$967,298	13,934	-2.3%	Shares	Sole	2025-07-31
2025-03-31	$1,011,174	14,264	-40.7%	Shares	Sole	2025-05-08
2024-12-31	$1,723,928	24,047	+2.4%	Shares	Sole	2025-01-24
2024-09-30	$1,985,946	23,494	+28.6%	Shares	Sole	2024-10-21
2024-06-30	$1,293,415	18,266	+1.8%	Shares	Sole	2024-07-31
2024-03-31	$1,146,673	17,942	+5.0%	Shares	Sole	2024-05-09
2023-12-31	$1,037,742	17,085	-1.0%	Shares	Sole	2024-08-29
2023-09-30	$988,195	17,249	-6.5%	Shares	Sole	2024-08-29
2023-06-30	$1,368,544	18,444	+14.3%	Shares	Sole	2024-08-29
2023-03-31	$1,244,148	16,141	+11.4%	Shares	Sole	2024-08-29
2022-12-31	$1,211,113	14,487	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,135,925	14,487	+2.9%	Shares	Sole	2022-11-14
2022-06-30	$1,090,481	14,078	+22.1%	Shares	Sole	2022-08-03
2022-03-31	$976,536	11,528	+24.8%	Shares	Sole	2022-05-04
2021-12-31	$862,553	9,239	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$725,838	9,244	+39.0%	Shares	Sole	2021-11-02
2021-06-30	$487,165	6,648	-9.7%	Shares	Sole	2021-08-06
2021-03-31	$556,489	7,360	+8.7%	Shares	Sole	2021-05-11
2020-12-31	$522,151	6,768	+210.9%	Shares	Sole	2021-02-12
2020-09-30	$604,248	2,177	+20.9%	Shares	Sole	2020-11-13
2020-06-30	$432,546	1,801	+10.7%	Shares	Sole	2020-08-11
2020-03-31	$391,488	1,627	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.