McLean Asset Management Corp

Position in NEE — Nextera Energy Inc

CIK 1833140 TYSONS, VA

Position in NEE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$263,661

-$23,895 QoQ

Shares Held

3,004

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,497

of 2,988 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Utilities · as of Jun 30, 2026

McLean Asset Management Corp holds $1,245,677 across 3 Utilities - Regulated Electric names. NEE ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,729	$739,742
2	NEE	Nextera Energy Inc This page	3,004	$263,661
3	DUK	Duke Energy CORP	1,914	$242,274

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,661	3,004	-3.0%	Shares	Sole	2026-08-12
2026-03-31	$287,556	3,096	+16.4%	Shares	Sole	2026-04-22
2025-12-31	$213,544	2,660	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$201,407	2,668	-11.9%	Shares	Sole	2025-10-07
2025-06-30	$210,273	3,029	-2.7%	Shares	Sole	2025-07-03
2024-12-31	$223,170	3,113	+7.7%	Shares	Sole	2025-01-22
2024-09-30	$244,291	2,890	+1.1%	Shares	Sole	2024-10-07
2024-06-30	$202,374	2,858	+0.1%	Shares	Sole	2024-07-12
2023-06-30	$211,841	2,855	-3.0%	Shares	Sole	2023-07-10
2023-03-31	$226,769	2,942	-10.5%	Shares	Sole	2023-04-11
2022-12-31	$274,876	3,288	+6.5%	Shares	Sole	2023-01-19
2022-09-30	$241,973	3,086	+0.1%	Shares	Sole	2022-10-12
2022-06-30	$238,731	3,082	+0.7%	Shares	Sole	2022-07-07
2022-03-31	$259,382	3,062	+1.3%	Shares	Sole	2022-04-08
2021-12-31	$282,227	3,023	-22.1%	Shares	Sole	2022-01-14
2021-09-30	$304,814	3,882	+1.3%	Shares	Sole	2021-10-27
2021-06-30	$280,955	3,834	+1.4%	Shares	Sole	2021-07-19
2021-03-31	$285,957	3,782	0.0%	Shares	Sole	2021-04-28
2020-12-31	$291,781	3,782	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.