Geneos Wealth Management Inc.

Position in NEE — Nextera Energy Inc

CIK 1764754 ENGLEWOOD, CO

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,032,425

-$1,089,343 QoQ

Shares Held

125,697

-3.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#541

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. NEE ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	125,697	$11,032,425
2	DUK	Duke Energy CORP	53,985	$6,833,421
3	XEL	Xcel Energy Inc	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc.	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,032,425	125,697	-3.7%	Shares	Sole	2026-08-06
2026-03-31	$12,121,768	130,510	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$10,501,908	130,816	-1.2%	Shares	Sole	2026-01-28
2025-09-30	$9,994,876	132,400	-7.9%	Shares	Sole	2025-10-22
2025-06-30	$9,979,402	143,754	-5.6%	Shares	Sole	2025-08-18
2025-03-31	$10,792,364	152,241	+31.8%	Shares	Sole	2025-05-08
2024-12-31	$8,278,617	115,478	+25.6%	Shares	Sole	2025-01-21
2024-09-30	$7,772,533	91,950	+30.6%	Shares	Sole	2024-11-14
2024-06-30	$4,983,891	70,384	-26.3%	Shares	Sole	2024-07-23
2024-03-31	$6,104,811	95,522	+1415.0%	Shares	Sole	2024-05-03
2023-12-31	$382,965	6,305	-37.9%	Shares	Sole	2024-01-26
2023-09-30	$582,123	10,161	+9.3%	Shares	Sole	2023-10-11
2023-06-30	$689,689	9,295	+69.0%	Shares	Sole	2023-08-08
2023-03-31	$423,940	5,500	-17.2%	Shares	Sole	2023-04-25
2022-12-31	$555,271	6,642	+52.8%	Shares	Sole	2023-01-31
2022-09-30	$340,926	4,348	-70.8%	Shares	Sole	2022-11-14
2022-06-30	$1,153,844	14,896	-15.1%	Shares	Sole	2022-07-22
2022-03-31	$1,486,152	17,544	-21.5%	Shares	Sole	2022-05-16
2021-12-31	$2,086,315	22,347	-11.3%	Shares	Sole	2022-02-09
2021-09-30	$1,978,154	25,193	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$1,810,309	24,704	-25.1%	Shares	Sole	2021-07-08
2021-03-31	$2,492,710	32,968	-8.2%	Shares	Sole	2021-06-17
2020-12-31	$2,771,228	35,920	+448.9%	Shares	Sole	2021-05-19
2020-09-30	$1,816,352	6,544	+1.6%	Shares	Sole	2021-09-07
2020-06-30	$1,546,694	6,440	-2.9%	Shares	Sole	2021-09-07
2020-03-31	$1,596,513	6,635	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.