Advance Capital Management, Inc.

Position in NEE — Nextera Energy Inc

CIK 1536029 SOUTHFIELD, MI

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$713,482

-$8,288 QoQ

Shares Held

8,129

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,793

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Advance Capital Management, Inc. holds $5,184,099 across 5 Utilities - Regulated Electric names. NEE ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	28,090	$3,175,293
2	DTE	Dte Energy Co	4,809	$732,747
3	NEE	Nextera Energy Inc This page	8,129	$713,482
4	FTS	Fortis Inc.	5,400	$309,042
5	SO	Southern Co	2,649	$253,535

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,482	8,129	+4.6%	Shares	Sole	2026-08-13
2026-03-31	$721,770	7,771	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$624,658	7,781	+0.0%	Shares	Sole	2026-01-06
2025-09-30	$587,312	7,780	-0.3%	Shares	Sole	2025-10-10
2025-06-30	$541,753	7,804	-2.6%	Shares	Sole	2025-07-08
2025-03-31	$568,254	8,016	-1.5%	Shares	Sole	2025-04-09
2024-12-31	$583,198	8,135	+2.4%	Shares	Sole	2025-01-06
2024-09-30	$671,252	7,941	+1.6%	Shares	Sole	2024-10-07
2024-06-30	$553,592	7,818	0.0%	Shares	Sole	2024-07-08
2024-03-31	$499,648	7,818	+0.1%	Shares	Sole	2024-04-04
2023-12-31	$474,318	7,809	+4.1%	Shares	Sole	2024-01-10
2023-09-30	$429,675	7,500	+0.9%	Shares	Sole	2023-10-13
2023-06-30	$551,602	7,434	+2.4%	Shares	Sole	2023-07-03
2023-03-31	$559,600	7,260	0.0%	Shares	Sole	2023-04-04
2022-12-31	$606,936	7,260	0.0%	Shares	Sole	2023-02-08
2022-09-30	$569,256	7,260	0.0%	Shares	Sole	2022-10-28
2022-06-30	$562,359	7,260	+1.9%	Shares	Sole	2022-08-08
2022-03-31	$603,389	7,123	0.0%	Shares	Sole	2022-05-03
2021-12-31	$665,003	7,123	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.