NorthStar Asset Management LLC /NJ/
Position in NEE — Nextera Energy Inc
CIK 2011587
BERKELEY HEIGHTS, NJ
Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$244,351
-$3,638 QoQ
Shares Held
2,784
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,563
of 2,988 holders
Holding Since
Sep 2025
4 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, 2026NorthStar Asset Management LLC /NJ/ holds $1,932,729 across 6 Utilities - Regulated Electric names. NEE ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
7,333 | $595,146 | |
| 2 | DUK |
Duke Energy CORP
|
2,775 | $351,259 | |
| 3 | SO |
Southern Co
|
3,347 | $320,341 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
2,784 | $244,351 | |
| 5 | D |
Dominion Energy, Inc
|
3,103 | $211,903 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,533 | $209,729 |
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,351 | 2,784 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $247,989 | 2,670 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $218,602 | 2,723 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $204,728 | 2,712 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||