OXFORD FINANCIAL GROUP, LTD. LLC

Position in NEE — Nextera Energy Inc

CIK 1245862 INDIANAPOLIS, IN

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,447,853

-$65,719 QoQ

Shares Held

16,496

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,393

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,450,455 across 6 Utilities - Regulated Electric names. NEE ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	16,496	$1,447,853
2	AEP	American Electric Power Co Inc	8,833	$1,208,442
3	AEE	Ameren Corp	6,769	$765,167
4	PEG	Public Service Enterprise Group Inc	5,413	$439,319
5	DUK	Duke Energy CORP	2,835	$358,854
6	D	Dominion Energy, Inc	3,380	$230,820

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,447,853	16,496	+1.2%	Shares	Sole	2026-08-11
2026-03-31	$1,513,572	16,296	+17.2%	Shares	Sole	2026-05-06
2025-12-31	$1,115,811	13,899	+3.2%	Shares	Sole	2026-02-13
2025-09-30	$1,016,246	13,462	+2.8%	Shares	Sole	2025-11-13
2025-06-30	$908,846	13,092	-7.9%	Shares	Sole	2025-08-14
2025-03-31	$1,007,630	14,214	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$1,010,757	14,099	-3.3%	Shares	Sole	2025-02-11
2024-09-30	$1,231,855	14,573	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$1,037,154	14,647	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$915,382	14,323	-6.4%	Shares	Sole	2024-05-13
2023-12-31	$929,686	15,306	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$876,078	15,292	-8.3%	Shares	Sole	2023-11-13
2023-06-30	$1,238,027	16,685	+36.5%	Shares	Sole	2023-08-10
2023-03-31	$942,071	12,222	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$1,027,945	12,296	+9.7%	Shares	Sole	2023-02-14
2022-09-30	$878,740	11,207	-4.2%	Shares	Sole	2022-11-02
2022-06-30	$905,739	11,693	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$961,966	11,356	-13.4%	Shares	Sole	2022-05-13
2021-12-31	$1,224,603	13,117	-4.0%	Shares	Sole	2022-02-10
2021-09-30	$1,072,975	13,665	+11.5%	Shares	Sole	2021-11-12
2021-06-30	$898,119	12,256	+3.7%	Shares	Sole	2021-08-03
2021-03-31	$893,710	11,820	0.0%	Shares	Sole	2021-05-10
2020-12-31	$911,913	11,820	+258.7%	Shares	Sole	2021-02-10
2020-09-30	$914,560	3,295	+13.8%	Shares	Sole	2020-11-12
2020-06-30	$695,292	2,895	0.0%	Shares	Sole	2020-08-05
2020-03-31	$696,594	2,895	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.