Williams Jones Wealth Management, LLC.

Position in NEE — Nextera Energy Inc

CIK 1788587 New York, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,060,627

-$63,670 QoQ

Shares Held

34,871

+3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#985

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $9,004,269 across 9 Utilities - Regulated Electric names. NEE ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	34,871	$3,060,627
2	DUK	Duke Energy CORP	13,119	$1,660,603
3	PPL	PPL Corp	36,015	$1,309,145
4	AEP	American Electric Power Co Inc	8,533	$1,167,399
5	DTE	Dte Energy Co	4,873	$742,499
6	XEL	Xcel Energy Inc	3,951	$317,265
7	PEG	Public Service Enterprise Group Inc	3,494	$283,573
8	SO	Southern Co	2,596	$248,463

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,060,627	34,871	+3.7%	Shares	Sole	2026-08-05
2026-03-31	$3,124,297	33,638	-0.1%	Shares	Sole	2026-05-05
2025-12-31	$2,703,107	33,671	+11.7%	Shares	Sole	2026-02-13
2025-09-30	$2,275,797	30,147	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$2,084,127	30,022	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,128,259	30,022	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$2,159,446	30,122	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$2,469,797	29,218	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$2,087,549	29,481	+0.4%	Shares	Sole	2024-08-05
2024-03-31	$1,876,205	29,357	+1.3%	Shares	Sole	2024-05-07
2023-12-31	$1,760,305	28,981	-58.8%	Shares	Sole	2024-02-14
2023-09-30	$4,026,513	70,283	-8.2%	Shares	Sole	2023-11-14
2023-06-30	$5,681,865	76,575	-5.7%	Shares	Sole	2023-08-14
2023-03-31	$6,261,208	81,230	-0.9%	Shares	Sole	2023-05-15
2022-12-31	$6,851,354	81,954	-2.2%	Shares	Sole	2023-02-14
2022-09-30	$6,570,758	83,800	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$6,597,965	85,179	+20.5%	Shares	Sole	2022-08-15
2022-03-31	$5,988,065	70,689	-3.6%	Shares	Sole	2022-05-16
2021-12-31	$6,848,516	73,356	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$5,787,316	73,705	-1.6%	Shares	Sole	2021-11-15
2021-06-30	$5,487,059	74,878	-19.1%	Shares	Sole	2021-08-16
2021-03-31	$6,996,193	92,530	-0.5%	Shares	Sole	2021-05-17
2020-12-31	$7,176,493	93,020	+279.6%	Shares	Sole	2021-02-16
2020-09-30	$6,802,162	24,507	+3.0%	Shares	Sole	2020-11-13
2020-06-30	$5,714,124	23,792	-6.3%	Shares	Sole	2020-08-14
2020-03-31	$6,109,341	25,390	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.