Lebenthal Global Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1845766 Hauppauge, NY

Position in NEE

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

Position Value

$1,068,950

-$68,922 QoQ

Shares Held

12,179

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,566

of 3,000 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Lebenthal Global Advisors, LLC holds $3,127,026 across 3 Utilities - Regulated Electric names. NEE ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	17,448	$1,669,947
2	NEE	Nextera Energy Inc This page	12,179	$1,068,950
3	AEP	American Electric Power Co Inc	2,837	$388,129

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,950	12,179	-0.6%	Shares	Sole	2026-07-30
2026-03-31	$1,137,872	12,251	-15.2%	Shares	Sole	2026-05-14
2025-12-31	$1,159,323	14,441	+53.2%	Shares	Defined	2026-01-28
2025-09-30	$711,719	9,428	-1.4%	Shares	Defined	2025-11-04
2025-06-30	$664,071	9,566	+8.2%	Shares	Defined	2025-08-14
2025-03-31	$626,951	8,844	-14.0%	Shares	Sole	2025-05-15
2024-12-31	$737,116	10,282	-11.3%	Shares	Defined	2025-01-22
2024-09-30	$979,786	11,591	-9.8%	Shares	Defined	2024-10-28
2024-06-30	$909,554	12,845	-2.3%	Shares	Sole	2024-07-24
2024-03-31	$840,160	13,146	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$817,013	13,451	-5.8%	Shares	Sole	2024-02-07
2023-09-30	$817,986	14,278	-4.1%	Shares	Defined	2023-11-08
2023-06-30	$1,104,540	14,886	+5.8%	Shares	Defined	2023-08-08
2023-03-31	$1,084,746	14,073	-1.1%	Shares	Defined	2023-05-05
2022-12-31	$1,189,543	14,229	+14.7%	Shares	Defined	2023-02-07
2022-09-30	$972,911	12,408	+1.4%	Shares	Sole	2022-11-08
2022-06-30	$947,955	12,238	-17.6%	Shares	Sole	2022-08-05
2022-03-31	$1,258,366	14,855	+3.8%	Shares	Defined	2022-05-10
2021-12-31	$1,336,354	14,314	+10.4%	Shares	Defined	2022-04-15
2021-09-30	$1,017,776	12,962	+7.4%	Shares	Sole	2021-11-01
2021-06-30	$884,636	12,072	-0.5%	Shares	Sole	2021-08-05
2021-03-31	$917,224	12,131	+32.6%	Shares	Sole	2021-05-07
2020-12-31	$706,076	9,152	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.