Hennion & Walsh Asset Management, Inc.
Position in NEE — Nextera Energy Inc
CIK 1861642
Parsippany, NJ
Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,848,078
-$1,580,131 QoQ
Shares Held
78,023
-14.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#84
of 556 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $87,228,336 across 30 Utilities - Regulated Electric names. NEE ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
56,053 | $7,668,610 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
78,023 | $6,848,078 | |
| 3 | DUK |
Duke Energy CORP
|
42,686 | $5,403,193 | |
| 4 | DTE |
Dte Energy Co
|
33,731 | $5,139,592 | |
| 5 | XEL |
Xcel Energy Inc
|
58,481 | $4,696,024 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
39,313 | $4,590,579 | |
| 7 | AEE |
Ameren Corp
|
37,971 | $4,292,241 | |
| 8 | LNT |
Alliant Energy Corp
|
54,277 | $4,140,792 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,848,078 | 78,023 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,428,209 | 90,743 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,727,351 | 96,255 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,862,553 | 77,660 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,026,776 | 58,006 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,856,441 | 40,294 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,459,393 | 20,357 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $677,761 | 8,018 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $973,354 | 13,746 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,617,114 | 25,303 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,945,319 | 32,027 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,762,695 | 48,223 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,642,700 | 49,093 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,311,701 | 55,938 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,003,292 | 59,848 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,614,271 | 58,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,671,466 | 73,218 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,783,236 | 68,271 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,657,034 | 71,305 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,328,759 | 67,865 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,028,892 | 82,272 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,475,618 | 85,645 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||