Robertson Stephens Wealth Management, LLC
Position in NEE — Nextera Energy Inc
CIK 1767307
San Francisco, CA
Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,545,103
-$282,496 QoQ
Shares Held
17,604
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,369
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $3,546,012 across 7 Utilities - Regulated Electric names. NEE ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
17,604 | $1,545,103 | |
| 2 | SO |
Southern Co
|
5,270 | $504,391 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,160 | $485,763 | |
| 4 | IDA |
Idacorp Inc
|
1,913 | $289,436 | |
| 5 | DUK |
Duke Energy CORP
|
2,253 | $285,184 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,852 | $231,468 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,496 | $204,667 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,545,103 | 17,604 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,827,599 | 19,677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,940,688 | 24,174 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,340,928 | 17,763 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,676,909 | 24,156 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,712,418 | 24,156 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,866,305 | 26,033 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,150,527 | 25,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,521,565 | 21,488 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,165,334 | 18,234 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,086,699 | 17,891 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,014,835 | 17,714 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,224,522 | 16,503 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,277,292 | 16,571 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,220,476 | 14,599 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,137,572 | 14,508 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,127,430 | 14,555 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,255,486 | 14,821 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,222,269 | 13,092 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $970,428 | 12,359 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,211,758 | 16,536 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,173,240 | 15,517 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,062,818 | 13,776 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $943,981 | 3,401 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $720,750 | 3,001 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $801,505 | 3,331 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||