Westmount Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 2051491 LOS ANGELES, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$757,455

+$69,958 QoQ

Shares Held

8,630

+16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,760

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

Westmount Partners, LLC holds $2,031,176 across 4 Utilities - Regulated Electric names. NEE ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	8,630	$757,455
2	DUK	Duke Energy CORP	4,144	$524,547
3	EIX	Edison International	5,966	$444,168
4	ED	Consolidated Edison Inc	2,757	$305,006

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,455	8,630	+16.6%	Shares	Sole	2026-07-07
2026-03-31	$687,497	7,402	+11.1%	Shares	Sole	2026-04-16
2025-12-31	$534,664	6,660	+1.9%	Shares	Sole	2026-01-15
2025-09-30	$493,327	6,535	-0.8%	Shares	Sole	2025-10-14
2025-06-30	$457,200	6,586	+0.9%	Shares	Sole	2025-07-09
2025-03-31	$462,628	6,526	+5.1%	Shares	Sole	2025-05-01
2024-12-31	$445,194	6,210	-1.6%	Shares	Sole	2025-01-13
2024-09-30	$533,215	6,308	+1.8%	Shares	Sole	2025-01-13
2024-06-30	$438,738	6,196	-10.6%	Shares	Sole	2025-01-28
2024-03-31	$442,960	6,931	0.0%	Shares	Sole	2025-01-28
2023-12-31	$420,988	6,931	-7.5%	Shares	Sole	2025-01-28
2023-09-30	$429,388	7,495	+7.9%	Shares	Sole	2025-01-28
2023-06-30	$515,319	6,945	0.0%	Shares	Sole	2025-01-28
2023-03-31	$535,320	6,945	-1.1%	Shares	Sole	2025-01-29
2022-12-31	$587,039	7,022	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.