Marietta Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1697847 MARIETTA, GA

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,418,072

-$321,882 QoQ

Shares Held

107,304

+2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#602

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Marietta Wealth Management, LLC holds $17,089,178 across 3 Utilities - Regulated Electric names. NEE ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	107,304	$9,418,072
2	SO	Southern Co	77,714	$7,438,006
3	EXC	Exelon Corp	5,000	$233,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,418,072	107,304	+2.3%	Shares	Sole	2026-08-03
2026-03-31	$9,739,954	104,866	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$8,386,450	104,465	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$7,743,990	102,583	+2.9%	Shares	Sole	2025-10-20
2025-06-30	$6,923,187	99,729	+3.9%	Shares	Sole	2025-07-22
2025-03-31	$6,803,384	95,971	+8.2%	Shares	Sole	2025-04-22
2024-12-31	$6,360,336	88,720	+1.2%	Shares	Sole	2025-01-24
2024-09-30	$7,409,899	87,660	+1.8%	Shares	Sole	2024-10-22
2024-06-30	$6,096,953	86,103	+4.8%	Shares	Sole	2024-07-19
2024-03-31	$5,252,635	82,188	+24.9%	Shares	Sole	2024-04-25
2023-12-31	$3,995,659	65,783	-12.9%	Shares	Sole	2024-01-30
2023-09-30	$4,327,113	75,530	+8.1%	Shares	Sole	2023-10-30
2023-06-30	$5,186,283	69,896	+4.1%	Shares	Sole	2023-07-18
2023-03-31	$5,176,924	67,163	+0.2%	Shares	Sole	2023-04-27
2022-12-31	$5,601,701	67,006	+0.5%	Shares	Sole	2023-01-30
2022-09-30	$5,226,653	66,658	-4.2%	Shares	Sole	2022-10-20
2022-06-30	$5,390,983	69,597	+1.9%	Shares	Sole	2022-08-08
2022-03-31	$5,782,897	68,267	+1.9%	Shares	Sole	2022-04-12
2021-12-31	$6,253,439	66,982	+2.0%	Shares	Sole	2022-01-28
2021-09-30	$5,155,701	65,661	+4.1%	Shares	Sole	2021-11-12
2021-06-30	$4,624,261	63,104	+38.4%	Shares	Sole	2021-08-12
2021-03-31	$3,447,135	45,591	+6.6%	Shares	Sole	2021-05-06
2020-12-31	$3,298,316	42,752	+333.4%	Shares	Sole	2021-02-09
2020-09-30	$2,737,851	9,864	-27.1%	Shares	Sole	2020-11-04
2020-06-30	$3,247,578	13,522	+3.6%	Shares	Sole	2020-08-05
2020-03-31	$3,139,128	13,046	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.