Naviter Wealth, LLC

Position in NEE — Nextera Energy Inc

CIK 1855567 LITTLE ROCK, AR

Position in NEE

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

Position Value

$480,540

+$77,999 QoQ

Shares Held

5,475

+26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,100

of 3,000 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

Naviter Wealth, LLC holds $6,160,821 across 4 Utilities - Regulated Electric names. NEE ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	35,006	$3,350,424
2	NGG	National Grid PLC	25,630	$2,123,958
3	NEE	Nextera Energy Inc This page	5,475	$480,540
4	AEP	American Electric Power Co Inc	1,505	$205,899

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$480,540	5,475	+26.3%	Shares	Sole	2026-08-07
2026-03-31	$402,541	4,334	+1.7%	Shares	Sole	2026-04-10
2025-12-31	$342,233	4,263	-33.8%	Shares	Sole	2026-01-21
2025-09-30	$485,853	6,436	+34.8%	Shares	Sole	2025-11-06
2025-06-30	$331,411	4,774	+2.1%	Shares	Sole	2025-07-28
2025-03-31	$331,481	4,676	-23.9%	Shares	Sole	2025-04-25
2024-12-31	$440,678	6,147	-67.4%	Shares	Sole	2025-02-07
2024-09-30	$1,595,672	18,877	-1.9%	Shares	Sole	2024-10-16
2024-06-30	$1,362,667	19,244	+9.9%	Shares	Sole	2024-08-02
2024-03-31	$1,119,191	17,512	+67.9%	Shares	Sole	2024-04-18
2023-12-31	$633,396	10,428	-10.7%	Shares	Sole	2024-02-05
2023-09-30	$669,376	11,684	+1.8%	Shares	Sole	2023-11-14
2023-06-30	$851,296	11,473	+16.3%	Shares	Sole	2023-07-20
2023-03-31	$760,085	9,861	-4.7%	Shares	Sole	2023-04-12
2022-12-31	$864,925	10,346	+14.6%	Shares	Sole	2023-01-31
2022-09-30	$708,120	9,031	+5.4%	Shares	Sole	2022-10-27
2022-06-30	$663,444	8,565	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.