VestGen Investment Management

Position in NEE — Nextera Energy Inc

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$713,394

+$108,653 QoQ

Shares Held

8,128

+24.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,794

of 3,000 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VestGen Investment Management holds $3,582,001 across 6 Utilities - Regulated Electric names. NEE ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	9,598	$1,102,426
2	EIX	Edison International	12,271	$913,575
3	NEE	Nextera Energy Inc This page	8,128	$713,394
4	SO	Southern Co	4,050	$387,625
5	DUK	Duke Energy CORP	1,972	$249,615
6	LNT	Alliant Energy Corp	2,823	$215,366

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,394	8,128	+24.8%	Shares	Sole	2026-07-31
2026-03-31	$604,741	6,511	+89.5%	Shares	Sole	2026-05-12
2025-12-31	$275,761	3,435	+26.3%	Shares	Sole	2026-02-18
2025-09-30	$205,332	2,720	-81.5%	Shares	Sole	2025-11-13
2022-12-31	$1,226,412	14,670	+2.2%	Shares	Sole	2023-01-25
2022-09-30	$1,125,261	14,351	+55.9%	Shares	Sole	2022-11-07
2020-12-31	$710,088	9,204	+430.5%	Shares	Sole	2021-02-09
2020-09-30	$481,566	1,735	+94.7%	Shares	Sole	2020-11-17
2020-06-30	$213,991	891	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.