Vest Financial, LLC

Position in NEE — Nextera Energy Inc

CIK 1709632 MCLEAN, VA

Position in NEE

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$68,208,842

+$12,009,793 QoQ

Shares Held

734,376

+4.9% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Vest Financial, LLC holds $186,583,053 across 5 Utilities - Regulated Electric names. NEE ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	734,376	$68,208,842
2	ED	Consolidated Edison Inc	498,694	$56,442,186
3	ES	Eversource Energy	725,475	$50,260,907
4	SO	Southern Co	61,752	$5,960,302
5	DUK	Duke Energy CORP	43,614	$5,710,816

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$68,208,842	734,376	+4.9%	Shares	Sole	2026-04-24
2025-12-31	$56,199,049	700,038	-17.5%	Shares	Sole	2026-01-30
2025-09-30	$64,070,551	848,729	-1.8%	Shares	Sole	2025-10-30
2025-06-30	$59,989,501	864,153	+7.6%	Shares	Sole	2025-07-25
2025-03-31	$56,934,239	803,135	+12.4%	Shares	Sole	2025-04-11
2024-12-31	$51,219,421	714,457	+6.9%	Shares	Sole	2025-01-28
2024-09-30	$56,515,404	668,584	-0.8%	Shares	Defined	2024-10-18
2024-06-30	$47,712,414	673,809	+4.1%	Shares	Sole	2024-08-08
2024-03-31	$41,370,219	647,320	+31.4%	Shares	Sole	2024-04-30
2023-12-31	$29,922,649	492,635	+65.9%	Shares	Sole	2024-01-11
2023-09-30	$17,007,452	296,866	+92.3%	Shares	Sole	2023-10-30
2023-06-30	$11,456,405	154,399	+27.9%	Shares	Defined	2023-07-28
2023-03-31	$9,302,861	120,691	-3.2%	Shares	Defined	2023-05-12
2022-12-31	$10,426,591	124,720	+10.2%	Shares	Defined	2023-02-13
2022-09-30	$8,871,463	113,142	-11.3%	Shares	Defined	2022-11-14
2022-06-30	$9,885,908	127,626	+25.0%	Shares	Defined	2022-08-12
2022-03-31	$8,647,027	102,078	+26.7%	Shares	Defined	2022-05-13
2021-12-31	$7,519,961	80,548	+18.8%	Shares	Defined	2022-02-11
2021-09-30	$5,322,242	67,782	+31.4%	Shares	Defined	2021-11-12
2021-06-30	$3,779,489	51,576	+72.9%	Shares	Defined	2021-07-16
2021-03-31	$2,255,446	29,830	—	Shares	Defined	2021-07-09
No filing history on record for this holder in this stock.