Texas Capital Bank Wealth Management Services Inc

Bank

Position in NEE — Nextera Energy Inc

CIK 1802655 Dallas, TX

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,035,569

+$501,570 QoQ

Shares Held

102,946

+12.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#624

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 4% None 5%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $12,177,200 across 6 Utilities - Regulated Electric names. NEE ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	102,946	$9,035,569
2	DUK	Duke Energy CORP	8,913	$1,128,207
3	D	Dominion Energy, Inc	9,687	$661,524
4	AEP	American Electric Power Co Inc	4,149	$567,623
5	SO	Southern Co	4,714	$451,176
6	EVRG	Evergy, Inc.	3,854	$333,101

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,035,569	102,946	+12.0%	Shares	Sole	2026-08-07
2026-03-31	$8,533,999	91,882	-11.0%	Shares	Other	2026-05-11
2025-12-31	$8,286,661	103,222	+4.0%	Shares	Other	2026-02-09
2025-09-30	$7,493,288	99,262	-7.3%	Shares	Sole	2025-11-13
2025-06-30	$7,430,161	107,032	-6.1%	Shares	Sole	2025-08-13
2025-03-31	$8,080,254	113,983	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$8,150,651	113,693	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$9,942,334	117,619	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$8,281,300	116,951	+2.9%	Shares	Other	2024-08-15
2024-03-31	$7,262,029	113,629	+29.8%	Shares	Sole	2024-05-13
2023-12-31	$5,318,880	87,568	-4.8%	Shares	Sole	2024-02-08
2023-09-30	$5,271,252	92,010	-21.1%	Shares	Sole	2023-11-14
2023-06-30	$8,648,826	116,561	-1.5%	Shares	Sole	2023-08-09
2023-03-31	$9,117,793	118,290	-2.6%	Shares	Other	2023-05-11
2022-12-31	$10,158,152	121,509	-5.0%	Shares	Other	2023-02-09
2022-09-30	$10,025,816	127,864	-14.1%	Shares	Sole	2022-11-03
2022-06-30	$11,529,378	148,843	-10.7%	Shares	Sole	2022-08-04
2022-03-31	$14,120,479	166,692	+22.4%	Shares	Sole	2022-05-02
2021-12-31	$12,709,470	136,134	-2.0%	Shares	Sole	2022-02-07
2021-09-30	$10,910,903	138,957	+60.0%	Shares	Sole	2021-11-05
2021-06-30	$6,365,100	86,860	+15.4%	Shares	Sole	2021-08-06
2021-03-31	$5,689,501	75,248	+2.0%	Shares	Sole	2021-05-06
2020-12-31	$5,691,201	73,768	+475.1%	Shares	Sole	2021-02-12
2020-09-30	$3,560,262	12,827	+12.2%	Shares	Sole	2020-11-06
2020-06-30	$2,746,343	11,435	+22.9%	Shares	Sole	2020-08-03
2020-03-31	$2,238,487	9,303	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.