M Holdings Securities, Inc.

Broker-Dealer

Position in NEE — Nextera Energy Inc

CIK 1569638 PORTLAND, OR

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,017,686

-$384,346 QoQ

Shares Held

68,562

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#738

of 3,000 holders

Holding Since

Dec 2020

16 quarters on record

Utilities · as of Jun 30, 2026

M Holdings Securities, Inc. holds $9,799,516 across 2 Utilities - Regulated Electric names. NEE ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	68,562	$6,017,686
2	DUK	Duke Energy CORP	29,877	$3,781,830

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,017,686	68,562	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$6,402,032	68,928	+20.7%	Shares	Sole	2026-05-12
2025-12-31	$4,585,995	57,125	+359.4%	Shares	Sole	2026-02-11
2025-06-30	$863,168	12,434	-78.2%	Shares	Sole	2025-08-13
2024-06-30	$4,036,240	57,001	+369.1%	Shares	Sole	2024-08-13
2023-12-31	$738,112	12,152	-12.9%	Shares	Sole	2024-02-14
2023-09-30	$799,252	13,951	+223.8%	Shares	Sole	2024-02-14
2023-06-30	$319,727	4,309	-71.9%	Shares	Sole	2023-09-26
2023-03-31	$1,180,711	15,318	-17.2%	Shares	Sole	2023-05-16
2022-12-31	$1,547,101	18,506	-0.7%	Shares	Sole	2023-02-13
2022-09-30	$1,460,856	18,631	+14.9%	Shares	Sole	2022-11-17
2022-06-30	$1,255,626	16,210	-5.5%	Shares	Sole	2022-08-16
2022-03-31	$1,453,369	17,157	-20.8%	Shares	Sole	2022-05-24
2021-06-30	$1,586,805	21,654	-9.5%	Shares	Sole	2021-08-19
2021-03-31	$1,809,196	23,928	+16.8%	Shares	Sole	2021-05-12
2020-12-31	$1,580,572	20,487	—	Shares	Sole	2021-02-26
No filing history on record for this holder in this stock.