JGP Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1748278 BEND, OR

Position in NEE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$12,610,618

-$683,946 QoQ

Shares Held

143,678

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#506

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

JGP Wealth Management, LLC holds $14,270,528 across 3 Utilities - Regulated Electric names. NEE ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	143,678	$12,610,618
2	AEP	American Electric Power Co Inc	10,045	$1,374,256
3	IDA	Idacorp Inc	1,888	$285,654

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,610,618	143,678	+0.4%	Shares	Sole	2026-07-07
2026-03-31	$13,294,564	143,137	-15.2%	Shares	Sole	2026-04-08
2025-12-31	$13,550,059	168,785	-2.0%	Shares	Sole	2026-01-12
2025-09-30	$13,006,172	172,290	+0.8%	Shares	Sole	2025-10-15
2025-06-30	$11,863,114	170,889	+0.0%	Shares	Sole	2025-07-28
2025-03-31	$12,112,194	170,859	-4.0%	Shares	Sole	2025-04-09
2024-12-31	$12,756,446	177,939	+1.3%	Shares	Sole	2025-01-15
2024-09-30	$14,843,129	175,596	-0.5%	Shares	Sole	2024-10-09
2024-06-30	$12,494,353	176,449	-0.7%	Shares	Sole	2024-07-12
2024-03-31	$11,353,803	177,653	-22.3%	Shares	Sole	2024-04-24
2023-12-31	$13,886,196	228,617	+54.0%	Shares	Sole	2024-01-10
2023-09-30	$8,503,669	148,432	-17.9%	Shares	Sole	2023-10-19
2023-06-30	$13,420,183	180,865	+3.2%	Shares	Sole	2023-08-10
2023-03-31	$13,508,501	175,253	+1.9%	Shares	Sole	2023-04-14
2022-12-31	$14,371,258	171,905	+2.6%	Shares	Sole	2023-02-10
2022-09-30	$13,138,536	167,562	+2.1%	Shares	Sole	2022-10-14
2022-06-30	$12,712,890	164,122	+4.0%	Shares	Sole	2022-07-19
2022-03-31	$13,365,120	157,775	+6.0%	Shares	Sole	2022-04-20
2021-12-31	$13,894,955	148,832	+5.6%	Shares	Sole	2022-01-18
2021-09-30	$11,062,054	140,882	+2.0%	Shares	Sole	2021-10-13
2021-06-30	$10,121,433	138,120	+23.8%	Shares	Sole	2021-08-12
2021-03-31	$8,438,151	111,601	+0.8%	Shares	Sole	2021-04-28
2020-12-31	$8,542,819	110,730	+306.0%	Shares	Sole	2021-02-10
2020-09-30	$7,569,893	27,273	+0.7%	Shares	Sole	2020-10-13
2020-06-30	$6,503,803	27,080	+1.8%	Shares	Sole	2020-07-13
2020-03-31	$6,402,176	26,607	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.