Steward Partners Investment Advisory, LLC

Position in NEE — Nextera Energy Inc

CIK 1723397 STAMFORD, CT

Back to NEE Full portfolio

Position in NEE

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

Position Value

$49,890,750

+$5,654,700 QoQ

Shares Held

568,426

+19.3% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#239

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. NEE ranks #1 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	568,426	$49,890,750
2	ETR	Entergy Corp /De/	218,078	$25,048,439
3	AEP	American Electric Power Co Inc	182,456	$24,961,805
4	DUK	Duke Energy CORP	196,991	$24,935,120
5	SO	Southern Co	174,167	$16,669,523
6	D	Dominion Energy, Inc	149,586	$10,215,227
7	WEC	Wec Energy Group, Inc.	36,031	$4,207,339
8	PEG	Public Service Enterprise Group Inc	40,184	$3,261,333

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,890,750	568,426	+19.3%	Shares	Sole	2026-08-13
2026-03-31	$44,236,050	476,271	+33.0%	Shares	Sole	2026-05-08
2025-12-31	$28,747,706	358,093	+3.8%	Shares	Sole	2026-02-12
2025-09-30	$26,035,897	344,892	-6.9%	Shares	Sole	2025-11-12
2025-06-30	$25,703,379	370,259	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$26,315,998	371,223	+8.0%	Shares	Sole	2025-05-13
2024-12-31	$24,644,226	343,761	-2.7%	Shares	Sole	2025-02-06
2024-09-30	$29,869,858	353,364	+20.4%	Shares	Sole	2024-11-14
2024-06-30	$20,789,461	293,595	+14.0%	Shares	Sole	2024-08-08
2024-03-31	$16,460,276	257,554	+8.0%	Shares	Sole	2024-05-15
2023-12-31	$14,487,826	238,522	-16.5%	Shares	Sole	2024-02-12
2023-09-30	$16,360,305	285,570	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$21,175,418	285,383	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$21,953,694	284,817	-7.1%	Shares	Sole	2023-05-15
2022-12-31	$25,632,261	306,606	-15.3%	Shares	Sole	2023-02-15
2022-09-30	$28,393,123	362,111	+37.0%	Shares	Sole	2022-11-10
2022-06-30	$20,472,755	264,301	-2.7%	Shares	Sole	2022-08-04
2022-03-31	$23,013,589	271,675	-5.6%	Shares	Sole	2022-05-02
2021-12-31	$26,878,250	287,899	+9.8%	Shares	Sole	2022-02-08
2021-09-30	$20,584,410	262,155	+2.3%	Shares	Sole	2021-11-12
2021-06-30	$18,775,581	256,217	+2.9%	Shares	Sole	2021-08-13
2021-03-31	$18,818,497	248,889	+13.6%	Shares	Sole	2021-05-14
2020-12-31	$16,905,185	219,121	+317.9%	Shares	Sole	2021-02-11
2020-09-30	$14,552,193	52,429	+24.5%	Shares	Sole	2020-10-30
2020-06-30	$10,112,598	42,106	+6.8%	Shares	Sole	2020-08-06
2020-03-31	$9,484,999	39,419	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.