CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in NEE — Nextera Energy Inc

CIK 1766904 RICHMOND, VA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$890,860

-$49,915 QoQ

Shares Held

10,150

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,677

of 2,993 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. NEE ranks #1 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	10,150	$890,860
2	WEC	Wec Energy Group, Inc.	4,507	$526,277
3	DUK	Duke Energy CORP	3,523	$445,935
4	PPL	PPL Corp	10,603	$385,413
5	SO	Southern Co	3,536	$338,425
6	AEP	American Electric Power Co Inc	1,240	$169,639
7	EVRG	Evergy, Inc.	1,842	$159,200
8	LNT	Alliant Energy Corp	1,914	$146,015

All Filings in NEE

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,860	10,150	+0.2%	Shares	Other	2026-07-17
2026-03-31	$940,775	10,129	+1.6%	Shares	Other	2026-04-29
2025-12-31	$800,387	9,970	+11.0%	Shares	Other	2026-02-09
2025-09-30	$678,123	8,983	+2.8%	Shares	Other	2025-11-10
2025-06-30	$606,378	8,735	+3.0%	Shares	Other	2025-08-13
2025-03-31	$600,930	8,477	+4.0%	Shares	Defined	2025-05-09
2024-12-31	$584,340	8,151	-62.8%	Shares	Other	2025-02-14
2024-09-30	$1,852,555	21,916	-8.2%	Shares	Defined	2024-10-30
2024-06-30	$1,690,301	23,871	+4.6%	Shares	Other	2024-07-22
2024-03-31	$1,458,869	22,827	+14.0%	Shares	Defined	2024-04-30
2023-12-31	$1,216,438	20,027	+56.7%	Shares	Other	2024-02-07
2023-09-30	$732,164	12,780	+13.0%	Shares	Other	2023-11-13
2023-06-30	$839,498	11,314	0.0%	Shares	Defined	2023-08-10
2023-03-31	$872,083	11,314	-14.5%	Shares	Defined	2023-05-12
2022-12-31	$1,106,278	13,233	+0.9%	Shares	Defined	2023-02-14
2022-09-30	$1,028,347	13,115	+21.6%	Shares	Sole	2022-11-14
2022-06-30	$835,561	10,787	+200.3%	Shares	Sole	2022-08-15
2022-03-31	$304,278	3,592	+55.5%	Shares	Sole	2022-05-16
2021-12-31	$215,661	2,310	-14.6%	Shares	Sole	2022-02-14
2021-09-30	$212,318	2,704	-3.3%	Shares	Sole	2021-11-15
2021-06-30	$204,964	2,797	+0.4%	Shares	Sole	2021-08-16
2021-03-31	$210,649	2,786	-85.2%	Shares	Sole	2021-05-17
2020-12-31	$1,450,805	18,805	+2051.6%	Shares	Sole	2021-02-12
2020-09-30	$242,587	874	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.