Bragg Financial Advisors, Inc

Position in NEE — Nextera Energy Inc

CIK 1327055 CHARLOTTE, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,125,359

-$169,235 QoQ

Shares Held

103,969

+3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#619

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $30,256,008 across 5 Utilities - Regulated Electric names. NEE ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	148,316	$14,195,324
2	NEE	Nextera Energy Inc This page	103,969	$9,125,359
3	DUK	Duke Energy CORP	35,710	$4,520,171
4	EXC	Exelon Corp	37,258	$1,736,967
5	D	Dominion Energy, Inc	9,931	$678,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,125,359	103,969	+3.9%	Shares	Sole	2026-08-12
2026-03-31	$9,294,594	100,071	+3.3%	Shares	Sole	2026-05-15
2025-12-31	$7,778,570	96,893	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$7,315,735	96,910	-2.7%	Shares	Sole	2025-11-13
2025-06-30	$6,913,954	99,596	+10.5%	Shares	Sole	2025-08-14
2025-03-31	$6,387,189	90,100	+11.9%	Shares	Sole	2025-05-14
2024-12-31	$5,770,256	80,489	+15.0%	Shares	Sole	2025-02-13
2024-09-30	$5,914,564	69,970	+20.7%	Shares	Sole	2024-11-14
2024-06-30	$4,104,501	57,965	+391.4%	Shares	Sole	2024-08-15
2024-03-31	$753,946	11,797	+29.8%	Shares	Sole	2024-05-14
2023-12-31	$551,944	9,087	-19.3%	Shares	Sole	2024-02-14
2023-09-30	$645,257	11,263	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$839,424	11,313	+51.1%	Shares	Sole	2023-08-15
2023-03-31	$577,175	7,488	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$627,250	7,503	0.0%	Shares	Sole	2023-02-15
2022-09-30	$588,310	7,503	-24.8%	Shares	Sole	2022-11-14
2022-06-30	$773,128	9,981	+35.7%	Shares	Sole	2022-08-15
2022-03-31	$623,126	7,356	+32.6%	Shares	Sole	2022-05-11
2021-12-31	$517,961	5,548	0.0%	Shares	Sole	2022-02-14
2021-09-30	$435,628	5,548	+2.2%	Shares	Sole	2021-11-15
2021-06-30	$397,763	5,428	-1.6%	Shares	Sole	2021-08-16
2021-03-31	$417,064	5,516	+4.9%	Shares	Sole	2021-05-14
2020-12-31	$405,500	5,256	+295.5%	Shares	Sole	2021-02-11
2020-09-30	$368,877	1,329	-3.6%	Shares	Sole	2020-11-13
2020-06-30	$331,194	1,379	+4.1%	Shares	Sole	2020-08-14
2020-03-31	$318,821	1,325	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.