STEPH & CO

Position in NEE — Nextera Energy Inc

CIK 941519 MARINETTE, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$112,696

-$21,515 QoQ

Shares Held

1,284

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,780

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

STEPH & CO holds $3,846,297 across 12 Utilities - Regulated Electric names. NEE ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	9,981	$1,165,481
2	DUK	Duke Energy CORP	6,746	$853,908
3	PCG	PG&E Corp	38,294	$644,105
4	EXC	Exelon Corp	13,460	$627,505
5	XEL	Xcel Energy Inc	1,713	$137,553
6	NEE	Nextera Energy Inc This page	1,284	$112,696
7	MGEE	Mge Energy Inc	1,272	$103,718
8	DTE	Dte Energy Co	573	$87,308

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,696	1,284	-11.1%	Shares	Sole	2026-07-16
2026-03-31	$134,211	1,445	+1.5%	Shares	Sole	2026-04-17
2025-12-31	$114,238	1,423	+3.2%	Shares	Sole	2026-01-23
2025-09-30	$104,100	1,379	+12.6%	Shares	Sole	2025-10-06
2025-06-30	$85,039	1,225	0.0%	Shares	Sole	2025-07-16
2025-03-31	$86,840	1,225	+3.5%	Shares	Sole	2025-04-23
2024-12-31	$84,880	1,184	-4.7%	Shares	Sole	2025-01-14
2024-09-30	$105,070	1,243	0.0%	Shares	Sole	2024-10-15
2024-06-30	$88,016	1,243	+1.2%	Shares	Sole	2024-07-30
2024-03-31	$78,481	1,228	+17.3%	Shares	Sole	2024-04-12
2023-12-31	$63,594	1,047	-13.8%	Shares	Sole	2024-01-31
2023-09-30	$69,550	1,214	+16.0%	Shares	Sole	2023-10-26
2023-06-30	$77,687	1,047	-21.2%	Shares	Sole	2023-07-14
2023-03-31	$102,362	1,328	0.0%	Shares	Sole	2023-04-18
2022-12-31	$111,020	1,328	0.0%	Shares	Sole	2023-01-26
2022-09-30	$104,128	1,328	0.0%	Shares	Sole	2022-10-11
2022-06-30	$102,866	1,328	0.0%	Shares	Sole	2022-07-13
2022-03-31	$112,494	1,328	-37.6%	Shares	Sole	2022-04-15
2021-12-31	$198,670	2,128	+60.2%	Shares	Sole	2022-01-24
2021-09-30	$104,274	1,328	0.0%	Shares	Sole	2021-10-22
2021-06-30	$97,315	1,328	0.0%	Shares	Sole	2021-07-27
2021-03-31	$100,410	1,328	0.0%	Shares	Sole	2021-04-16
2020-12-31	$102,455	1,328	+300.0%	Shares	Sole	2021-01-29
2020-09-30	$92,149	332	0.0%	Shares	Sole	2020-10-27
2020-06-30	$79,736	332	0.0%	Shares	Sole	2020-07-15
2020-03-31	$79,885	332	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.