WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in NEE — Nextera Energy Inc

CIK 752365 SOUTH BEND, IN

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,875,030

-$91,796 QoQ

Shares Held

21,363

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,232

of 2,997 holders

Holding Since

Jun 2020

25 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,539,957 across 4 Utilities - Regulated Electric names. NEE ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	21,363	$1,875,030
2	AEP	American Electric Power Co Inc	8,755	$1,197,771
3	SO	Southern Co	10,330	$988,684
4	DUK	Duke Energy CORP	3,780	$478,472

All Filings in NEE

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,875,030	21,363	+0.9%	Shares	Sole	2026-08-12
2026-03-31	$1,966,826	21,176	-1.5%	Shares	Sole	2026-05-11
2025-12-31	$1,726,581	21,507	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$1,617,977	21,433	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$1,485,379	21,397	-8.4%	Shares	Sole	2025-08-11
2025-03-31	$1,656,132	23,362	+2.0%	Shares	Sole	2025-04-21
2024-12-31	$1,642,776	22,915	-0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,937,681	22,923	-9.0%	Shares	Sole	2024-10-25
2024-06-30	$1,783,703	25,190	+17.4%	Shares	Sole	2024-07-15
2024-03-31	$1,371,316	21,457	+2.6%	Shares	Sole	2024-04-30
2023-12-31	$1,270,012	20,909	-3.5%	Shares	Sole	2024-01-25
2023-09-30	$1,240,958	21,661	+3.4%	Shares	Sole	2023-10-20
2023-06-30	$1,554,786	20,954	+6.8%	Shares	Sole	2023-07-28
2023-03-31	$1,512,926	19,628	-1.4%	Shares	Sole	2023-04-26
2022-12-31	$1,664,726	19,913	+3.5%	Shares	Sole	2023-01-30
2022-09-30	$1,509,235	19,248	+4.0%	Shares	Sole	2022-10-21
2022-06-30	$1,433,707	18,509	0.0%	Shares	Sole	2022-07-20
2022-03-31	$1,567,897	18,509	+1.9%	Shares	Sole	2022-04-29
2021-12-31	$1,695,324	18,159	0.0%	Shares	Sole	2022-01-24
2021-09-30	$1,425,844	18,159	+0.8%	Shares	Sole	2021-10-18
2021-06-30	$1,319,846	18,011	0.0%	Shares	Sole	2021-07-13
2021-03-31	$1,361,811	18,011	-14.3%	Shares	Sole	2021-04-30
2020-12-31	$1,620,998	21,011	+300.0%	Shares	Sole	2021-01-28
2020-09-30	$1,458,022	5,253	0.0%	Shares	Sole	2020-10-27
2020-06-30	$1,261,613	5,253	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.