MONTAG A & ASSOCIATES INC

Position in NEE — Nextera Energy Inc

CIK 829407 ATLANTA, GA

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,211,658

-$376,691 QoQ

Shares Held

70,772

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#726

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $18,284,895 across 21 Utilities - Regulated Electric names. NEE ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	70,772	$6,211,658
2	SO	Southern Co	51,496	$4,928,682
3	DUK	Duke Energy CORP	29,655	$3,753,729
4	WEC	Wec Energy Group, Inc.	8,414	$982,502
5	D	Dominion Energy, Inc	6,245	$426,471
6	XEL	Xcel Energy Inc	4,099	$329,149
7	ED	Consolidated Edison Inc	2,222	$245,819
8	AEP	American Electric Power Co Inc	1,655	$226,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,211,658	70,772	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$6,588,349	70,934	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$5,703,412	71,044	+2.7%	Shares	Sole	2026-02-02
2025-09-30	$5,220,812	69,159	-25.6%	Shares	Sole	2025-11-12
2025-06-30	$6,450,298	92,917	+42.9%	Shares	Sole	2025-08-07
2025-03-31	$4,608,204	65,005	-6.1%	Shares	Sole	2025-05-05
2024-12-31	$4,961,234	69,204	+5.4%	Shares	Sole	2025-01-30
2024-09-30	$5,549,732	65,654	-0.8%	Shares	Sole	2024-11-05
2024-06-30	$4,686,276	66,181	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$4,218,379	66,005	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$3,951,319	65,053	-10.5%	Shares	Sole	2024-02-07
2023-09-30	$4,165,785	72,714	-8.1%	Shares	Sole	2023-11-09
2023-06-30	$5,873,449	79,157	-1.2%	Shares	Sole	2023-08-09
2023-03-31	$6,178,501	80,157	-9.8%	Shares	Sole	2023-05-11
2022-12-31	$7,426,856	88,838	-1.0%	Shares	Sole	2023-02-02
2022-09-30	$7,036,591	89,741	+2.9%	Shares	Sole	2022-11-09
2022-06-30	$6,753,814	87,191	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$7,435,250	87,773	+6.0%	Shares	Sole	2022-05-02
2021-12-31	$7,727,874	82,775	-1.0%	Shares	Sole	2022-02-09
2021-09-30	$6,564,978	83,609	-1.2%	Shares	Sole	2021-11-08
2021-06-30	$6,201,686	84,630	-2.3%	Shares	Sole	2021-08-03
2021-03-31	$6,547,674	86,598	+6.6%	Shares	Sole	2021-05-14
2020-12-31	$6,267,434	81,237	+252.4%	Shares	Sole	2021-02-12
2020-09-30	$6,398,868	23,054	-3.5%	Shares	Sole	2020-11-12
2020-06-30	$5,735,019	23,879	+3.2%	Shares	Sole	2020-08-04
2020-03-31	$5,569,149	23,145	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.