BELLEVUE ASSET MANAGEMENT, LLC

Position in NEE — Nextera Energy Inc

CIK 1801619 BELLEVUE, WA

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$25,716

-$1,312 QoQ

Shares Held

293

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,897

of 2,999 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $222,088 across 6 Utilities - Regulated Electric names. NEE ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	1,084	$103,749
2	DUK	Duke Energy CORP	375	$47,467
3	PEG	Public Service Enterprise Group Inc	430	$34,898
4	NEE	Nextera Energy Inc This page	293	$25,716
5	EVRG	Evergy, Inc.	86	$7,432
6	AEE	Ameren Corp	25	$2,826

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,716	293	+0.7%	Shares	Sole	2026-08-04
2026-03-31	$27,028	291	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$23,281	290	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$21,741	288	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$19,854	286	+0.7%	Shares	Sole	2025-07-23
2025-03-31	$20,132	284	+0.4%	Shares	Sole	2025-04-28
2024-12-31	$20,288	283	+35.4%	Shares	Sole	2025-02-06
2024-09-30	$17,666	209	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$14,728	208	0.0%	Shares	Sole	2024-07-31
2024-03-31	$13,293	208	+1.0%	Shares	Sole	2024-04-26
2023-12-31	$12,512	206	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$11,744	205	+33.1%	Shares	Sole	2023-10-25
2023-06-30	$11,426	154	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$11,793	153	0.0%	Shares	Sole	2023-05-09
2022-12-31	$12,790	153	+0.7%	Shares	Sole	2023-01-23
2022-09-30	$11,918	152	+0.7%	Shares	Sole	2022-11-07
2022-06-30	$11,696	151	0.0%	Shares	Sole	2022-08-12
2022-03-31	$12,791	151	+0.7%	Shares	Sole	2022-05-11
2021-12-31	$14,004	150	0.0%	Shares	Sole	2022-02-03
2021-09-30	$11,778	150	0.0%	Shares	Sole	2021-11-05
2021-06-30	$10,992	150	0.0%	Shares	Sole	2021-08-09
2021-03-31	$11,341	150	+500.0%	Shares	Sole	2021-05-12
2020-12-31	$1,928	25	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.