Walker Asset Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1923053 SPRINGFIELD, MO

Position in NEE

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

Position Value

$444,818

-$20,510 QoQ

Shares Held

5,068

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,155

of 2,993 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Walker Asset Management, LLC holds $2,342,929 across 6 Utilities - Regulated Electric names. NEE ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,009	$634,039
2	D	Dominion Energy, Inc	6,541	$446,684
3	NEE	Nextera Energy Inc This page	5,068	$444,818
4	EVRG	Evergy, Inc.	4,576	$395,503
5	CMS	Cms Energy Corp	2,836	$216,954
6	WEC	Wec Energy Group, Inc.	1,755	$204,931

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,818	5,068	+1.2%	Shares	Sole	2026-07-10
2026-03-31	$465,328	5,010	+2.2%	Shares	Sole	2026-04-24
2025-12-31	$393,612	4,903	+3.3%	Shares	Sole	2026-01-16
2025-09-30	$358,200	4,745	-1.5%	Shares	Sole	2025-10-14
2025-06-30	$334,257	4,815	+3.5%	Shares	Sole	2025-07-17
2025-03-31	$329,780	4,652	+0.6%	Shares	Sole	2025-04-15
2024-12-31	$331,494	4,624	+2.8%	Shares	Sole	2025-01-15
2024-09-30	$380,300	4,499	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$317,016	4,477	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$284,527	4,452	+13.5%	Shares	Sole	2024-04-10
2023-12-31	$238,222	3,922	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.