WNY Asset Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1803296 Williamsville, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$433,144

-$19,274 QoQ

Shares Held

4,935

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,177

of 3,000 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WNY Asset Management, LLC holds $4,058,778 across 5 Utilities - Regulated Electric names. NEE ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	14,124	$2,152,073
2	WEC	Wec Energy Group, Inc.	8,153	$952,025
3	NEE	Nextera Energy Inc This page	4,935	$433,144
4	AEP	American Electric Power Co Inc	2,329	$318,630
5	AEE	Ameren Corp	1,795	$202,906

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,144	4,935	+1.3%	Shares	Sole	2026-08-17
2026-03-31	$452,418	4,871	-3.3%	Shares	Sole	2026-05-22
2025-09-30	$380,092	5,035	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$348,488	5,020	+4.6%	Shares	Sole	2025-08-04
2025-03-31	$340,130	4,798	+4.4%	Shares	Sole	2025-05-05
2024-12-31	$329,415	4,595	-12.5%	Shares	Sole	2025-02-21
2024-09-30	$443,867	5,251	-9.3%	Shares	Sole	2024-11-12
2024-06-30	$410,060	5,791	+3.8%	Shares	Sole	2024-08-12
2024-03-31	$356,426	5,577	+0.3%	Shares	Sole	2024-05-07
2023-12-31	$337,592	5,558	+7.3%	Shares	Sole	2024-02-21
2023-09-30	$296,762	5,180	+9.3%	Shares	Sole	2023-12-14
2023-06-30	$351,633	4,739	+0.8%	Shares	Sole	2023-08-03
2023-03-31	$362,507	4,703	-14.6%	Shares	Sole	2023-05-02
2022-12-31	$460,385	5,507	+53.7%	Shares	Sole	2023-01-25
2022-09-30	$280,943	3,583	0.0%	Shares	Sole	2022-10-25
2022-06-30	$277,539	3,583	-1.6%	Shares	Sole	2022-08-08
2022-03-31	$308,598	3,643	-0.1%	Shares	Sole	2022-04-19
2021-12-31	$340,483	3,647	-2.9%	Shares	Sole	2022-02-15
2021-09-30	$294,842	3,755	-0.1%	Shares	Sole	2021-11-09
2021-06-30	$275,312	3,757	+3.4%	Shares	Sole	2021-07-14
2021-03-31	$274,766	3,634	+6.1%	Shares	Sole	2021-04-20
2020-12-31	$264,315	3,426	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.