Valmark Advisers, Inc.

Position in NEE — Nextera Energy Inc

CIK 1380443 AKRON, OH

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,175,430

-$291,594 QoQ

Shares Held

36,179

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#966

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. NEE ranks #1 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	36,179	$3,175,430
2	D	Dominion Energy, Inc	22,694	$1,549,773
3	SO	Southern Co	14,645	$1,401,672
4	DUK	Duke Energy CORP	10,535	$1,333,520
5	WEC	Wec Energy Group, Inc.	10,868	$1,269,056
6	AEP	American Electric Power Co Inc	4,414	$603,879
7	ES	Eversource Energy	8,291	$599,190
8	MGEE	Mge Energy Inc	4,546	$370,680

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,175,430	36,179	-3.1%	Shares	Sole	2026-08-06
2026-03-31	$3,467,024	37,328	+2.9%	Shares	Sole	2026-05-01
2025-12-31	$2,913,602	36,293	+0.5%	Shares	Sole	2026-01-26
2025-09-30	$2,726,472	36,117	+0.0%	Shares	Sole	2025-10-24
2025-06-30	$2,506,270	36,103	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$2,572,385	36,287	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$2,617,186	36,507	-2.0%	Shares	Sole	2025-01-30
2024-09-30	$3,147,643	37,237	+5.4%	Shares	Sole	2024-10-25
2024-06-30	$2,502,071	35,335	+3.2%	Shares	Sole	2024-08-01
2024-03-31	$2,188,086	34,237	-3.1%	Shares	Sole	2024-05-06
2023-12-31	$2,146,733	35,343	-2.4%	Shares	Sole	2024-02-02
2023-09-30	$2,074,356	36,208	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$2,688,266	36,230	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$2,784,206	36,121	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$3,015,284	36,068	+5.8%	Shares	Sole	2023-02-07
2022-09-30	$2,673,781	34,100	0.0%	Shares	Sole	2022-11-03
2022-06-30	$2,641,386	34,100	-3.3%	Shares	Sole	2022-08-01
2022-03-31	$2,988,484	35,279	+0.4%	Shares	Sole	2022-05-10
2021-12-31	$3,280,016	35,133	+2.4%	Shares	Sole	2022-02-02
2021-09-30	$2,694,649	34,318	-0.5%	Shares	Sole	2021-11-09
2021-06-30	$2,528,160	34,500	-1.9%	Shares	Sole	2021-08-06
2021-03-31	$2,659,430	35,173	+12.8%	Shares	Sole	2021-05-04
2020-12-31	$2,404,919	31,172	+1969.9%	Shares	Sole	2021-02-03
2020-09-30	$418,005	1,506	+7.5%	Shares	Sole	2020-11-09
2020-06-30	$336,478	1,401	-7.9%	Shares	Sole	2020-07-31
2020-03-31	$365,983	1,521	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.