Badgley Phelps Wealth Managers, LLC

Position in NEE — Nextera Energy Inc

CIK 1895362 SEATTLE, WA

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$20,522,732

-$1,007,966 QoQ

Shares Held

233,824

+0.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#399

of 3,000 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $22,149,833 across 5 Utilities - Regulated Electric names. NEE ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	233,824	$20,522,732
2	WEC	Wec Energy Group, Inc.	4,792	$559,561
3	PEG	Public Service Enterprise Group Inc	6,105	$495,481
4	SO	Southern Co	3,780	$361,783
5	AEP	American Electric Power Co Inc	1,537	$210,276

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,522,732	233,824	+0.9%	Shares	Sole	2026-07-31
2026-03-31	$21,530,698	231,812	+1.2%	Shares	Sole	2026-04-15
2025-12-31	$18,396,563	229,155	+4.6%	Shares	Sole	2026-01-28
2025-09-30	$16,539,406	219,094	-0.4%	Shares	Sole	2025-11-04
2025-06-30	$15,271,705	219,990	+0.1%	Shares	Sole	2025-07-16
2025-03-31	$15,584,599	219,842	-5.2%	Shares	Sole	2025-04-30
2024-12-31	$16,630,646	231,980	-35.2%	Shares	Sole	2025-02-11
2024-09-30	$30,277,631	358,188	+1.7%	Shares	Sole	2024-10-18
2024-06-30	$24,929,651	352,064	+28.5%	Shares	Sole	2024-08-14
2024-03-31	$17,515,813	274,070	+3.7%	Shares	Sole	2024-05-15
2023-12-31	$16,049,816	264,238	+4.7%	Shares	Sole	2024-02-14
2023-09-30	$14,458,162	252,368	+0.6%	Shares	Sole	2023-11-02
2023-06-30	$18,610,102	250,810	+0.3%	Shares	Sole	2023-08-15
2023-03-31	$19,268,227	249,977	-26.3%	Shares	Sole	2023-04-28
2022-12-31	$28,348,258	339,094	+0.9%	Shares	Sole	2023-01-27
2022-09-30	$26,359,795	336,179	+1.8%	Shares	Sole	2022-11-09
2022-06-30	$25,577,137	330,198	-0.8%	Shares	Sole	2022-08-01
2022-03-31	$28,184,033	332,712	-17.3%	Shares	Sole	2022-05-09
2021-12-31	$37,566,383	402,382	+2.8%	Shares	Sole	2022-02-08
2021-09-30	$30,747,489	391,588	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.