MERCER GLOBAL ADVISORS INC /ADV

Position in NEE — Nextera Energy Inc

CIK 853758 DENVER, CO

Position in NEE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$33,430,762

+$6,647,187 QoQ

Shares Held

359,935

+7.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 8.412352230263798.ToString("F0")% Shared 0.ToString("F0")% None 91.58764776973621.ToString("F0")%

Utilities · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $303,422,321 across 36 Utilities - Regulated Electric names. NEE ranks #1 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	359,935	$33,430,762
2	DUK	Duke Energy CORP	225,404	$29,514,399
3	ED	Consolidated Edison Inc	249,548	$28,243,842
4	AEP	American Electric Power Co Inc	193,428	$25,354,542
5	EVRG	Evergy, Inc.	302,333	$24,767,119
6	SO	Southern Co	235,866	$22,765,786
7	EIX	Edison International	266,744	$19,520,325
8	PCG	PG&E Corp	1,087,404	$19,105,688

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,430,762	359,935	+7.9%	Shares	Sole	2026-05-15
2025-12-31	$26,783,575	333,627	+28.2%	Shares	Sole	2026-02-18
2025-09-30	$19,650,952	260,312	+12.0%	Shares	Sole	2025-11-14
2025-06-30	$16,130,153	232,356	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$16,690,128	235,437	-7.9%	Shares	Sole	2025-05-15
2024-12-31	$18,326,401	255,634	-8.2%	Shares	Sole	2025-02-14
2024-09-30	$23,536,364	278,438	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$18,465,123	260,770	+3.1%	Shares	Sole	2024-08-12
2024-03-31	$16,165,523	252,942	+9.2%	Shares	Sole	2024-05-15
2023-12-31	$14,070,481	231,651	+23.6%	Shares	Sole	2024-02-15
2023-09-30	$10,739,010	187,450	+2.6%	Shares	Sole	2023-11-15
2023-06-30	$13,556,859	182,707	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$13,517,596	175,371	-2.0%	Shares	Sole	2023-05-16
2022-12-31	$14,966,155	179,021	+3.1%	Shares	Sole	2023-02-09
2022-09-30	$13,621,385	173,720	+8.4%	Shares	Sole	2022-11-15
2022-06-30	$12,418,464	160,321	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$13,671,262	161,389	+5.7%	Shares	Sole	2022-05-10
2021-12-31	$14,256,258	152,702	+3.7%	Shares	Sole	2022-02-04
2021-09-30	$11,565,210	147,290	+10.0%	Shares	Sole	2021-11-10
2021-06-30	$9,808,454	133,849	+9.2%	Shares	Sole	2021-08-10
2021-03-31	$9,269,559	122,597	+22.1%	Shares	Sole	2021-08-10
2020-12-31	$7,749,486	100,447	-2.5%	Shares	Sole	2021-02-12
2020-09-30	$7,147,794	103,009	+347.6%	Shares	Sole	2020-12-10
2020-06-30	$1,381,758	23,013	+2.9%	Shares	Sole	2020-08-10
2020-03-31	$1,344,885	22,357	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.