Mattern Wealth Management LLC

Position in NEE — Nextera Energy Inc

CIK 1802376 LAWRENCE, KS

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,713,007

+$163,212 QoQ

Shares Held

19,517

+17.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,298

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Mattern Wealth Management LLC holds $3,133,692 across 4 Utilities - Regulated Electric names. NEE ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	19,517	$1,713,007
2	AEP	American Electric Power Co Inc	4,042	$552,986
3	EVRG	Evergy, Inc.	5,180	$447,707
4	DUK	Duke Energy CORP	3,318	$419,992

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,713,007	19,517	+17.0%	Shares	Sole	2026-07-23
2026-03-31	$1,549,795	16,686	-1.4%	Shares	Sole	2026-04-23
2025-12-31	$1,358,337	16,920	0.0%	Shares	Sole	2026-01-16
2025-09-30	$1,277,290	16,920	-5.2%	Shares	Sole	2025-10-20
2025-06-30	$1,239,563	17,856	-1.9%	Shares	Sole	2025-07-17
2025-03-31	$1,290,977	18,211	-1.7%	Shares	Sole	2025-04-23
2024-12-31	$1,328,702	18,534	-2.9%	Shares	Sole	2025-01-22
2024-09-30	$1,613,593	19,089	-6.0%	Shares	Sole	2024-10-21
2024-06-30	$1,438,717	20,318	-49.5%	Shares	Sole	2024-07-17
2024-03-31	$2,573,463	40,267	-4.1%	Shares	Sole	2024-05-14
2023-12-31	$2,550,654	41,993	-0.8%	Shares	Sole	2024-02-12
2023-09-30	$2,425,830	42,343	+3.6%	Shares	Sole	2023-11-01
2023-06-30	$3,033,667	40,885	+11.0%	Shares	Sole	2023-07-26
2023-03-31	$2,839,935	36,844	+6.3%	Shares	Sole	2023-05-05
2022-12-31	$2,896,990	34,653	-2.1%	Shares	Sole	2023-02-06
2022-09-30	$2,775,321	35,395	-0.2%	Shares	Sole	2022-11-01
2022-06-30	$2,747,041	35,464	+0.2%	Shares	Sole	2022-07-25
2022-03-31	$2,998,141	35,393	+89.5%	Shares	Sole	2022-04-14
2021-12-31	$1,743,871	18,679	-6.4%	Shares	Sole	2022-01-27
2021-09-30	$1,566,316	19,948	-5.5%	Shares	Sole	2021-10-13
2021-06-30	$1,547,600	21,119	-35.3%	Shares	Sole	2021-07-27
2021-03-31	$2,469,346	32,659	-27.5%	Shares	Sole	2021-05-13
2020-12-31	$3,474,373	45,034	+289.2%	Shares	Sole	2021-02-12
2020-09-30	$3,211,924	11,572	+6.6%	Shares	Sole	2020-11-12
2020-06-30	$2,606,805	10,854	+9.4%	Shares	Sole	2020-07-29
2020-03-31	$2,387,912	9,924	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.