Point Windward Advisors Inc.

Position in NEE — Nextera Energy Inc

CIK 1356202 NEW YORK, NY

Position in NEE

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

Position Value

$3,762,173

-$153,647 QoQ

Shares Held

42,864

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#900

of 3,000 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Point Windward Advisors Inc. holds $9,951,397 across 5 Utilities - Regulated Electric names. NEE ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	42,864	$3,762,173
2	D	Dominion Energy, Inc	40,357	$2,755,979
3	DUK	Duke Energy CORP	12,013	$1,520,605
4	EXC	Exelon Corp	24,641	$1,148,763
5	PEG	Public Service Enterprise Group Inc	9,412	$763,877

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,762,173	42,864	+1.7%	Shares	Sole	2026-07-30
2026-03-31	$3,915,820	42,160	+4.6%	Shares	Sole	2026-04-09
2025-12-31	$3,234,802	40,294	-5.2%	Shares	Sole	2026-01-14
2025-09-30	$3,208,626	42,504	-2.9%	Shares	Sole	2025-10-14
2025-06-30	$3,038,305	43,767	-27.7%	Shares	Sole	2025-07-30
2025-03-31	$4,293,169	60,561	-1.9%	Shares	Sole	2025-04-23
2024-12-31	$4,425,782	61,735	+5.1%	Shares	Sole	2025-01-15
2024-09-30	$4,966,898	58,759	-1.9%	Shares	Sole	2024-10-16
2024-06-30	$4,239,182	59,867	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$3,831,021	59,944	+169.8%	Shares	Sole	2024-04-12
2023-12-31	$1,349,339	22,215	-17.0%	Shares	Sole	2024-01-10
2023-09-30	$1,533,481	26,767	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.