Integris Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1750852 Monterey, CA

Position in NEE

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

Position Value

$948,179

+$17,336 QoQ

Shares Held

10,803

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#1,644

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integris Wealth Management, LLC holds $2,464,670 across 5 Utilities - Regulated Electric names. NEE ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	10,803	$948,179
2	XEL	Xcel Energy Inc	5,973	$479,631
3	EVRG	Evergy, Inc.	4,570	$394,985
4	SO	Southern Co	3,488	$333,836
5	WEC	Wec Energy Group, Inc.	2,638	$308,039

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$948,179	10,803	+7.8%	Shares	Sole	2026-07-13
2026-03-31	$930,843	10,022	0.0%	Shares	Sole	2026-04-13
2025-12-31	$804,566	10,022	0.0%	Shares	Sole	2026-01-21
2025-09-30	$756,560	10,022	0.0%	Shares	Sole	2025-10-15
2025-06-30	$695,727	10,022	0.0%	Shares	Sole	2025-07-23
2025-03-31	$710,459	10,022	0.0%	Shares	Sole	2025-04-23
2024-12-31	$718,477	10,022	+2.6%	Shares	Sole	2025-01-23
2024-09-30	$826,027	9,772	+3.2%	Shares	Sole	2024-10-18
2024-06-30	$670,712	9,472	0.0%	Shares	Sole	2024-07-19
2024-03-31	$605,355	9,472	0.0%	Shares	Sole	2024-05-03
2023-12-31	$575,329	9,472	-8.9%	Shares	Sole	2024-02-09
2023-09-30	$595,758	10,399	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$758,843	10,227	-1.4%	Shares	Sole	2023-07-13
2023-03-31	$799,473	10,372	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$865,176	10,349	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.