ASPIRIANT, LLC

Position in NEE — Nextera Energy Inc

CIK 1433541 San Francisco, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$420,769

+$27,980 QoQ

Shares Held

4,794

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,204

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

ASPIRIANT, LLC holds $3,592,945 across 9 Utilities - Regulated Electric names. NEE ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	4,504	$570,116
2	EIX	Edison International	7,450	$554,652
3	SO	Southern Co	5,119	$489,939
4	PCG	PG&E Corp	27,631	$464,753
5	NEE	Nextera Energy Inc This page	4,794	$420,769
6	PEG	Public Service Enterprise Group Inc	4,925	$399,713
7	ES	Eversource Energy	3,889	$281,058
8	ED	Consolidated Edison Inc	1,915	$211,856

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,769	4,794	+13.4%	Shares	Sole	2026-07-20
2026-03-31	$392,789	4,229	+10.6%	Shares	Sole	2026-05-12
2025-12-31	$306,830	3,822	-7.9%	Shares	Sole	2026-01-20
2025-09-30	$313,283	4,150	-2.4%	Shares	Sole	2025-10-24
2025-06-30	$295,312	4,254	-43.1%	Shares	Sole	2025-07-29
2025-03-31	$529,690	7,472	-32.8%	Shares	Sole	2025-04-21
2024-12-31	$796,762	11,114	+16.1%	Shares	Sole	2025-01-16
2024-09-30	$809,374	9,575	+21.8%	Shares	Sole	2024-10-17
2024-06-30	$556,637	7,861	-7.9%	Shares	Sole	2024-07-15
2024-03-31	$545,727	8,539	+7.9%	Shares	Sole	2024-04-15
2023-12-31	$480,817	7,916	-11.0%	Shares	Sole	2024-01-26
2023-09-30	$509,594	8,895	-6.5%	Shares	Sole	2023-10-18
2023-06-30	$706,087	9,516	+15.5%	Shares	Sole	2023-07-19
2023-03-31	$635,062	8,239	-7.8%	Shares	Sole	2023-04-27
2022-12-31	$747,049	8,936	+0.5%	Shares	Sole	2023-01-23
2022-09-30	$697,456	8,895	+2.8%	Shares	Sole	2022-10-28
2022-06-30	$670,029	8,650	+9.1%	Shares	Sole	2022-07-25
2022-03-31	$671,411	7,926	-12.7%	Shares	Sole	2022-05-06
2021-12-31	$847,988	9,083	+40.8%	Shares	Sole	2022-02-14
2021-09-30	$506,532	6,451	-15.8%	Shares	Sole	2021-10-27
2021-06-30	$561,471	7,662	+13.2%	Shares	Sole	2021-08-13
2021-03-31	$511,955	6,771	+7.5%	Shares	Sole	2021-05-11
2020-12-31	$485,736	6,296	+299.2%	Shares	Sole	2021-02-01
2020-09-30	$437,712	1,577	+0.3%	Shares	Sole	2020-10-29
2020-06-30	$377,787	1,573	+28.5%	Shares	Sole	2020-08-06
2020-03-31	$294,518	1,224	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.