Burns Matteson Capital Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1894164 CORNING, NY

Position in NEE

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

Position Value

$718,309

-$41,170 QoQ

Shares Held

8,184

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,784

of 3,000 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Burns Matteson Capital Management, LLC holds $1,969,677 across 3 Utilities - Regulated Electric names. NEE ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	8,184	$718,309
2	EIX	Edison International	8,585	$639,153
3	POR	Portland General Electric Co /Or/	11,812	$612,215

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,309	8,184	+0.1%	Shares	Sole	2026-07-17
2026-03-31	$759,479	8,177	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$667,528	8,315	+0.9%	Shares	Sole	2026-01-15
2025-09-30	$622,339	8,244	-0.8%	Shares	Sole	2025-10-16
2025-06-30	$576,880	8,310	-0.5%	Shares	Sole	2025-07-15
2025-03-31	$591,860	8,349	-1.1%	Shares	Sole	2025-05-02
2024-12-31	$605,493	8,446	-1.0%	Shares	Sole	2025-01-29
2024-09-30	$721,294	8,533	-11.4%	Shares	Sole	2024-10-10
2024-06-30	$681,617	9,626	-2.4%	Shares	Sole	2024-07-09
2024-03-31	$630,536	9,866	-1.7%	Shares	Sole	2024-05-14
2023-12-31	$609,890	10,041	-0.6%	Shares	Sole	2024-01-12
2023-09-30	$578,457	10,097	+0.5%	Shares	Sole	2024-01-12
2023-06-30	$745,339	10,045	-1.6%	Shares	Sole	2023-12-12
2023-03-31	$787,063	10,211	-0.7%	Shares	Sole	2023-12-12
2022-12-31	$859,658	10,283	+10.7%	Shares	Sole	2023-12-12
2022-09-30	$728,350	9,289	-0.7%	Shares	Sole	2023-12-12
2022-06-30	$724,560	9,354	0.0%	Shares	Sole	2023-12-12
2022-03-31	$792,377	9,354	+0.0%	Shares	Sole	2023-12-12
2021-12-31	$873,196	9,353	0.0%	Shares	Sole	2023-12-12
2021-09-30	$734,397	9,353	0.0%	Shares	Sole	2023-12-12
2021-06-30	$685,387	9,353	+4.0%	Shares	Sole	2023-12-12
2021-03-31	$679,658	8,989	-6.2%	Shares	Sole	2023-12-12
2020-12-31	$739,714	9,588	—	Shares	Sole	2023-12-12
No filing history on record for this holder in this stock.