Papamarkou Wellner Asset Management inc.
Position in NEE — Nextera Energy Inc
CIK 2063952
NEW YORK, NY
Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$526,268
-$30,640 QoQ
Shares Held
5,996
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,023
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026Papamarkou Wellner Asset Management inc. holds $1,148,666 across 2 Utilities - Regulated Electric names. NEE ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
5,506 | $622,398 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
5,996 | $526,268 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,268 | 5,996 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $556,908 | 5,996 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $477,344 | 5,946 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||