Stamos Capital Partners, L.P.

Position in NEE — Nextera Energy Inc

CIK 1705399 Menlo Park, CA

Position in NEE

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

Position Value

$7,794,941

-$598,903 QoQ

Shares Held

88,811

-1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#659

of 3,000 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $17,057,018 across 5 Utilities - Regulated Electric names. NEE ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	88,811	$7,794,941
2	AEP	American Electric Power Co Inc	17,410	$2,381,862
3	D	Dominion Energy, Inc	34,667	$2,367,409
4	SO	Southern Co	23,816	$2,279,429
5	DUK	Duke Energy CORP	17,644	$2,233,377

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,794,941	88,811	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$8,393,844	90,373	-7.8%	Shares	Sole	2026-05-14
2025-12-31	$7,866,075	97,983	-16.5%	Shares	Sole	2026-02-12
2025-09-30	$8,859,279	117,357	-26.3%	Shares	Sole	2025-11-13
2025-06-30	$11,048,470	159,154	+82.6%	Shares	Sole	2025-08-14
2025-03-31	$6,179,126	87,165	-22.2%	Shares	Sole	2025-05-14
2024-12-31	$8,030,713	112,020	+89.2%	Shares	Sole	2025-02-13
2024-09-30	$5,005,866	59,220	-17.1%	Shares	Sole	2024-11-13
2024-06-30	$5,055,834	71,400	-18.0%	Shares	Sole	2024-08-13
2024-03-31	$5,562,087	87,030	+1.2%	Shares	Sole	2024-05-14
2023-12-31	$5,222,425	85,980	-42.8%	Shares	Sole	2024-02-13
2023-09-30	$8,612,978	150,340	+90.4%	Shares	Sole	2023-11-13
2023-06-30	$5,858,090	78,950	+16.9%	Shares	Sole	2023-08-11
2023-03-31	$5,204,441	67,520	+53.7%	Shares	Sole	2023-05-12
2022-12-31	$3,673,384	43,940	-36.3%	Shares	Sole	2023-02-13
2022-09-30	$5,404,801	68,930	+163.1%	Shares	Sole	2022-11-14
2022-06-30	$2,029,452	26,200	+6.1%	Shares	Sole	2022-08-12
2022-03-31	$2,092,337	24,700	+517.5%	Shares	Sole	2022-05-13
2020-12-31	$308,600	4,000	+300.0%	Shares	Sole	2021-02-12
2020-09-30	$277,560	1,000	0.0%	Shares	Sole	2020-11-16
2020-06-30	$240,170	1,000	-67.3%	Shares	Sole	2020-08-14
2020-03-31	$736,778	3,062	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.