Rosenberg Matthew Hamilton

Position in NEE — Nextera Energy Inc

CIK 1812103 GRAND JUNCTION, CO

Position in NEE

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

Position Value

$345,989

-$20,143 QoQ

Shares Held

3,942

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,323

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. NEE ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,654	$445,434
2	DUK	Duke Energy CORP	3,100	$392,398
3	NEE	Nextera Energy Inc This page	3,942	$345,989
4	PEG	Public Service Enterprise Group Inc	3,715	$301,509
5	XEL	Xcel Energy Inc	3,427	$275,188
6	D	Dominion Energy, Inc	3,208	$219,074
7	EXC	Exelon Corp	4,580	$213,519
8	AEP	American Electric Power Co Inc	1,470	$201,110

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,989	3,942	0.0%	Shares	Sole	2026-07-17
2026-03-31	$366,132	3,942	0.0%	Shares	Sole	2026-04-07
2025-12-31	$316,463	3,942	0.0%	Shares	Sole	2026-01-05
2025-09-30	$297,581	3,942	+4.9%	Shares	Sole	2025-11-10
2025-06-30	$260,949	3,759	+15.4%	Shares	Sole	2025-07-28
2025-03-31	$230,817	3,256	+0.9%	Shares	Sole	2025-04-28
2024-12-31	$231,343	3,227	-8.5%	Shares	Sole	2025-01-14
2024-09-30	$297,968	3,525	0.0%	Shares	Sole	2024-10-28
2024-06-30	$249,605	3,525	-16.2%	Shares	Sole	2024-07-26
2024-03-31	$268,741	4,205	-1.7%	Shares	Sole	2024-04-22
2023-12-31	$259,784	4,277	-1.1%	Shares	Sole	2024-01-16
2023-09-30	$247,664	4,323	-6.1%	Shares	Sole	2023-10-11
2023-06-30	$341,468	4,602	-16.4%	Shares	Sole	2023-07-26
2023-03-31	$424,094	5,502	+2.6%	Shares	Sole	2023-04-17
2022-12-31	$448,263	5,362	-0.0%	Shares	Sole	2023-01-19
2022-09-30	$420,591	5,364	+0.2%	Shares	Sole	2022-10-21
2022-06-30	$414,488	5,351	-3.9%	Shares	Sole	2022-07-15
2022-03-31	$471,919	5,571	+2.4%	Shares	Sole	2022-04-14
2021-12-31	$508,158	5,443	-3.9%	Shares	Sole	2022-01-20
2021-09-30	$444,658	5,663	+18.9%	Shares	Sole	2021-10-12
2021-06-30	$349,032	4,763	-2.2%	Shares	Sole	2021-07-26
2021-03-31	$368,371	4,872	0.0%	Shares	Sole	2021-04-30
2020-12-31	$375,874	4,872	+312.5%	Shares	Sole	2021-02-03
2020-09-30	$327,798	1,181	+2.8%	Shares	Sole	2020-10-16
2020-06-30	$275,955	1,149	+22.5%	Shares	Sole	2020-08-04
2020-03-31	$225,701	938	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.