Alpine Bank Wealth Management
BankPosition in NEE — Nextera Energy Inc
CIK 1974910
GRAND JUNCTION, CO
Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$116,383
+$16,284 QoQ
Shares Held
1,326
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,787
of 3,000 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpine Bank Wealth Management holds $1,219,697 across 14 Utilities - Regulated Electric names. NEE ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,788 | $352,904 | |
| 2 | SO |
Southern Co
|
2,460 | $235,446 | |
| 3 | XEL |
Xcel Energy Inc
|
2,535 | $203,559 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
1,326 | $116,383 | |
| 5 | D |
Dominion Energy, Inc
|
1,692 | $115,546 | |
| 6 | LNT |
Alliant Energy Corp
|
446 | $34,025 | |
| 7 | EVRG |
Evergy, Inc.
|
387 | $33,448 | |
| 8 | ED |
Consolidated Edison Inc
|
290 | $32,082 |
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,383 | 1,326 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $100,099 | 1,326 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $92,050 | 1,326 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $815,093 | 11,498 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $849,695 | 10,052 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||