CarsonAllaria Wealth Management, Ltd.

Position in NEE — Nextera Energy Inc

CIK 1900946 GLEN CARBON, IL

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$238,383

-$13,879 QoQ

Shares Held

2,716

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#2,589

of 2,988 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CarsonAllaria Wealth Management, Ltd. holds $932,642 across 4 Utilities - Regulated Electric names. NEE ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,968	$249,109
2	AEE	Ameren Corp	2,165	$244,731
3	NEE	Nextera Energy Inc This page	2,716	$238,383
4	EIX	Edison International	2,692	$200,419

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,383	2,716	0.0%	Shares	Sole	2026-07-28
2026-03-31	$252,262	2,716	0.0%	Shares	Sole	2026-04-30
2025-12-31	$218,040	2,716	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$204,577	2,710	+0.0%	Shares	Sole	2025-10-28
2025-06-30	$188,058	2,709	-0.1%	Shares	Sole	2025-07-24
2025-03-31	$192,253	2,712	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$194,853	2,718	-17.8%	Shares	Sole	2025-01-27
2024-09-30	$279,456	3,306	-12.1%	Shares	Sole	2024-10-21
2024-06-30	$266,387	3,762	+13.9%	Shares	Sole	2024-07-22
2024-03-31	$211,094	3,303	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$200,502	3,301	+0.1%	Shares	Sole	2024-02-08
2023-09-30	$188,999	3,299	-1.6%	Shares	Sole	2023-11-09
2023-06-30	$248,718	3,352	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$258,218	3,350	+0.1%	Shares	Sole	2023-04-26
2022-12-31	$279,892	3,348	+9.8%	Shares	Sole	2023-02-06
2022-09-30	$238,993	3,048	0.0%	Shares	Sole	2022-11-09
2022-06-30	$236,098	3,048	0.0%	Shares	Sole	2022-08-02
2022-03-31	$258,196	3,048	-4.6%	Shares	Sole	2022-05-05
2021-12-31	$298,378	3,196	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.