SILVER OAK SECURITIES, INCORPORATED

Broker-Dealer

Position in NEE — Nextera Energy Inc

CIK 1080576 JACKSON, TN

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,421,662

-$195,046 QoQ

Shares Held

27,591

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,088

of 3,000 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SILVER OAK SECURITIES, INCORPORATED holds $9,027,901 across 10 Utilities - Regulated Electric names. NEE ranks #1 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	27,591	$2,421,662
2	DUK	Duke Energy CORP	14,975	$1,895,535
3	SO	Southern Co	14,652	$1,402,342
4	AEP	American Electric Power Co Inc	6,580	$900,209
5	ES	Eversource Energy	8,587	$620,582
6	AEE	Ameren Corp	5,181	$585,660
7	ED	Consolidated Edison Inc	3,716	$411,101
8	LNT	Alliant Energy Corp	4,542	$346,509

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,421,662	27,591	-2.1%	Shares	Sole	2026-08-07
2026-03-31	$2,616,708	28,173	+16.7%	Shares	Sole	2026-04-20
2025-12-31	$1,937,316	24,132	+4.5%	Shares	Sole	2026-01-15
2025-09-30	$1,743,215	23,092	+24.5%	Shares	Sole	2025-10-21
2025-06-30	$1,287,255	18,543	-14.3%	Shares	Sole	2025-07-11
2025-03-31	$1,534,697	21,649	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$1,579,259	22,029	+255.4%	Shares	Sole	2025-01-27
2024-09-30	$523,916	6,198	+333.1%	Shares	Sole	2024-10-23
2024-06-30	$101,329	1,431	+6.7%	Shares	Sole	2024-07-12
2024-03-31	$85,703	1,341	-76.0%	Shares	Sole	2024-05-10
2023-06-30	$414,407	5,585	+50.8%	Shares	Sole	2023-08-02
2023-03-31	$285,504	3,704	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.