ProVise Management Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1305707 CLEARWATER, FL

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$233,029

-$124,837 QoQ

Shares Held

2,655

-31.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,617

of 3,000 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ProVise Management Group, LLC holds $22,554,154 across 7 Utilities - Regulated Electric names. NEE ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	58,990	$6,775,591
2	DUK	Duke Energy CORP	53,181	$6,731,650
3	EIX	Edison International	60,478	$4,502,587
4	ES	Eversource Energy	38,633	$2,792,006
5	WEC	Wec Energy Group, Inc.	7,730	$902,632
6	SO	Southern Co	6,443	$616,659
7	NEE	Nextera Energy Inc This page	2,655	$233,029

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,029	2,655	-31.1%	Shares	Sole	2026-08-03
2026-03-31	$357,866	3,853	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$308,676	3,845	+35.1%	Shares	Sole	2026-01-29
2023-06-30	$211,173	2,846	-16.6%	Shares	Sole	2023-08-24
2023-03-31	$263,074	3,413	+30.2%	Shares	Sole	2023-05-08
2022-12-31	$219,199	2,622	-0.8%	Shares	Sole	2023-02-10
2022-09-30	$207,237	2,643	+6.6%	Shares	Sole	2022-11-09
2022-03-31	$210,080	2,480	-53.6%	Shares	Sole	2022-04-27
2021-12-31	$498,635	5,341	-0.4%	Shares	Sole	2022-01-18
2021-09-30	$420,945	5,361	-13.5%	Shares	Sole	2021-10-20
2021-06-30	$454,116	6,197	+10.4%	Shares	Sole	2021-08-06
2021-03-31	$424,474	5,614	+40.9%	Shares	Sole	2021-04-22
2020-12-31	$307,288	3,983	+397.9%	Shares	Sole	2021-01-19
2020-09-30	$222,048	800	-21.9%	Shares	Sole	2020-10-26
2020-06-30	$245,934	1,024	-51.3%	Shares	Sole	2020-08-07
2020-03-31	$506,023	2,103	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.