LAFFER TENGLER INVESTMENTS, INC.

Position in NEE — Nextera Energy Inc

CIK 1307878 Scottsdale, AZ

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,605,921

-$221,223 QoQ

Shares Held

75,264

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#710

of 3,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LAFFER TENGLER INVESTMENTS, INC. holds $7,085,891 across 3 Utilities - Regulated Electric names. NEE ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	75,264	$6,605,921
2	SO	Southern Co	2,600	$248,846
3	NGG	National Grid PLC	2,789	$231,124

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,605,921	75,264	+2.4%	Shares	Sole	2026-07-21
2026-03-31	$6,827,144	73,505	+3.0%	Shares	Sole	2026-05-13
2025-12-31	$5,727,094	71,339	+5.7%	Shares	Sole	2026-02-12
2025-09-30	$5,095,876	67,504	+16.7%	Shares	Sole	2025-11-12
2025-06-30	$4,016,224	57,854	-14.3%	Shares	Sole	2025-08-07
2025-03-31	$4,785,075	67,500	+9.6%	Shares	Sole	2025-05-14
2024-12-31	$4,414,096	61,572	+39.6%	Shares	Sole	2025-02-06
2024-09-30	$3,729,379	44,119	+902.5%	Shares	Sole	2024-11-04
2024-06-30	$311,634	4,401	+3.5%	Shares	Sole	2024-08-14
2024-03-31	$271,745	4,252	+93.3%	Shares	Sole	2024-05-15
2023-12-31	$133,628	2,200	0.0%	Shares	Sole	2024-02-08
2023-09-30	$126,038	2,200	0.0%	Shares	Sole	2023-11-14
2023-06-30	$163,240	2,200	-81.3%	Shares	Sole	2023-08-14
2023-03-31	$907,308	11,771	+4.8%	Shares	Sole	2023-05-09
2022-12-31	$939,246	11,235	+2.6%	Shares	Sole	2023-02-10
2022-09-30	$858,197	10,945	+3.1%	Shares	Sole	2022-11-10
2022-06-30	$821,928	10,611	-2.7%	Shares	Sole	2022-08-15
2022-03-31	$923,423	10,901	+395.5%	Shares	Sole	2022-05-13
2021-12-31	$205,392	2,200	0.0%	Shares	Sole	2022-02-11
2021-09-30	$172,744	2,200	0.0%	Shares	Sole	2021-11-16
2021-03-31	$166,342	2,200	0.0%	Shares	Sole	2021-05-17
2020-12-31	$169,730	2,200	+154.0%	Shares	Other	2021-06-11
2020-09-30	$240,366	866	-45.7%	Shares	Sole	2021-06-11
2020-06-30	$382,830	1,594	+50.0%	Shares	Sole	2021-06-11
2020-03-31	$255,779	1,063	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.