BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in NEE — Nextera Energy Inc

CIK 2010186 CINCINNATI, OH

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$102,280,224

-$6,271,975 QoQ

Shares Held

1,165,321

-0.3% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#143

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. NEE ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	1,165,321	$102,280,224
2	DUK	Duke Energy CORP	580,535	$73,484,120
3	WEC	Wec Energy Group, Inc.	76,919	$8,981,831
4	AEP	American Electric Power Co Inc	8,088	$1,106,519
5	SO	Southern Co	9,624	$921,113
6	ETR	Entergy Corp /De/	6,582	$756,008
7	AEE	Ameren Corp	1,755	$198,385
8	D	Dominion Energy, Inc	2,733	$186,636

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,280,224	1,165,321	-0.3%	Shares	Sole	2026-07-24
2026-03-31	$108,552,199	1,168,736	+3.9%	Shares	Sole	2026-05-06
2025-12-31	$90,304,081	1,124,864	+0.8%	Shares	Sole	2026-01-22
2025-09-30	$84,244,801	1,115,973	-3.0%	Shares	Sole	2025-10-09
2025-06-30	$79,906,585	1,151,060	+3.7%	Shares	Sole	2025-07-18
2025-03-31	$78,696,477	1,110,121	+1.8%	Shares	Sole	2025-04-24
2024-12-31	$78,148,982	1,090,096	+1.8%	Shares	Sole	2025-01-17
2024-09-30	$90,502,889	1,070,660	+2.3%	Shares	Sole	2024-10-17
2024-06-30	$74,077,739	1,046,148	+7.5%	Shares	Sole	2024-07-12
2024-03-31	$62,221,178	973,575	+9.1%	Shares	Sole	2024-05-09
2023-12-31	$54,178,014	891,966	-8.3%	Shares	Sole	2024-02-14
2023-09-30	$55,725,639	972,694	+1.9%	Shares	Sole	2024-02-14
2023-06-30	$70,857,883	954,958	+3.4%	Shares	Sole	2024-02-14
2023-03-31	$71,197,562	923,684	+2.9%	Shares	Sole	2024-02-14
2022-12-31	$75,042,035	897,632	+0.7%	Shares	Sole	2024-02-14
2022-09-30	$69,881,814	891,236	-1.3%	Shares	Sole	2024-02-14
2022-06-30	$69,926,085	902,738	+0.8%	Shares	Sole	2024-02-14
2022-03-31	$75,838,999	895,278	+2.8%	Shares	Sole	2024-02-14
2021-12-31	$81,271,000	870,512	-0.2%	Shares	Sole	2024-02-14
2021-09-30	$68,520,242	872,647	+0.9%	Shares	Sole	2024-02-14
2021-06-30	$63,381,044	864,916	+3.3%	Shares	Sole	2024-02-14
2021-03-31	$63,322,240	837,485	+3.8%	Shares	Sole	2024-02-14
2020-12-31	$62,271,159	807,144	+312.1%	Shares	Sole	2024-02-13
2020-09-30	$54,365,399	195,869	+3.9%	Shares	Sole	2024-02-13
2020-06-30	$45,288,856	188,570	+21.7%	Shares	Sole	2024-02-13
2020-03-31	$37,273,481	154,906	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.