NORTHCAPE WEALTH MANAGEMENT, LLC

Position in NEE — Nextera Energy Inc

CIK 1902806 WILLIAMSVILLE, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,423,520

-$310,759 QoQ

Shares Held

50,399

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#842

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $12,232,248 across 5 Utilities - Regulated Electric names. NEE ranks #2 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	35,082	$4,440,679
2	NEE	Nextera Energy Inc This page	50,399	$4,423,520
3	ES	Eversource Energy	34,672	$2,505,745
4	AEP	American Electric Power Co Inc	4,738	$648,205
5	ETR	Entergy Corp /De/	1,864	$214,099

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,423,520	50,399	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$4,734,279	50,972	+0.7%	Shares	Sole	2026-05-01
2025-12-31	$4,064,977	50,635	-3.0%	Shares	Sole	2026-01-22
2025-09-30	$3,941,030	52,206	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$3,589,152	51,702	-0.6%	Shares	Sole	2025-08-05
2025-03-31	$3,688,052	52,025	-1.1%	Shares	Sole	2025-04-25
2024-12-31	$3,771,610	52,610	-0.5%	Shares	Sole	2025-01-31
2024-09-30	$4,471,383	52,897	+0.2%	Shares	Sole	2024-11-06
2024-06-30	$3,736,643	52,770	-0.2%	Shares	Sole	2024-07-25
2024-03-31	$3,379,816	52,884	+180.3%	Shares	Sole	2024-04-30
2023-12-31	$1,146,042	18,868	-29.3%	Shares	Sole	2024-02-05
2023-09-30	$1,528,955	26,688	+429.2%	Shares	Sole	2023-11-06
2023-06-30	$374,190	5,043	-6.1%	Shares	Sole	2023-08-07
2023-03-31	$413,765	5,368	+63.3%	Shares	Sole	2023-05-15
2022-12-31	$274,876	3,288	-44.5%	Shares	Sole	2023-02-07
2022-09-30	$464,344	5,922	+44.9%	Shares	Sole	2022-11-08
2022-06-30	$316,501	4,086	-30.2%	Shares	Sole	2022-08-09
2022-03-31	$495,638	5,851	+109.9%	Shares	Sole	2022-04-18
2021-12-31	$260,287	2,788	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.