PYA Waltman Capital, LLC

Position in NEE — Nextera Energy Inc

CIK 1800135 KNOXVILLE, TN

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,886,616

+$388,741 QoQ

Shares Held

21,495

+33.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,229

of 3,000 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $2,152,306 across 2 Utilities - Regulated Electric names. NEE ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	21,495	$1,886,616
2	SO	Southern Co	2,776	$265,690

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,886,616	21,495	+33.3%	Shares	Sole	2026-08-14
2026-03-31	$1,497,875	16,127	+0.6%	Shares	Sole	2026-05-13
2025-12-31	$1,286,647	16,027	+28.8%	Shares	Sole	2026-02-13
2025-09-30	$939,397	12,444	-23.7%	Shares	Sole	2025-11-14
2025-06-30	$1,132,864	16,319	+14.7%	Shares	Sole	2025-08-14
2025-03-31	$1,008,835	14,231	+1.7%	Shares	Sole	2025-05-01
2024-12-31	$1,003,014	13,991	+2.6%	Shares	Sole	2025-02-03
2024-09-30	$1,152,143	13,630	+4.9%	Shares	Sole	2024-11-15
2024-06-30	$919,963	12,992	+6.7%	Shares	Sole	2024-08-12
2024-03-31	$778,168	12,176	+10.4%	Shares	Sole	2024-05-13
2023-12-31	$670,144	11,033	+8.8%	Shares	Sole	2024-02-05
2023-09-30	$581,092	10,143	+45.6%	Shares	Sole	2023-11-13
2023-06-30	$517,025	6,968	+46.3%	Shares	Sole	2023-08-15
2023-03-31	$367,209	4,764	+52.1%	Shares	Sole	2023-05-09
2022-12-31	$261,918	3,133	+22.7%	Shares	Sole	2023-02-14
2022-09-30	$200,259	2,554	+153.9%	Shares	Sole	2022-11-04
2022-06-30	$77,924	1,006	+136.7%	Shares	Sole	2022-08-12
2022-03-31	$36,001	425	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.