Formidable Asset Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1592613 CINCINNATI, OH

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,503,354

-$337,404 QoQ

Shares Held

62,702

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#762

of 2,999 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Formidable Asset Management, LLC holds $8,219,692 across 6 Utilities - Regulated Electric names. NEE ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	62,702	$5,503,354
2	DUK	Duke Energy CORP	10,080	$1,275,926
3	SO	Southern Co	5,924	$566,986
4	NGG	National Grid PLC	4,599	$381,119
5	ES	Eversource Energy	4,000	$289,080
6	ED	Consolidated Edison Inc	1,837	$203,227

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,503,354	62,702	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$5,840,758	62,885	-1.4%	Shares	Sole	2026-04-22
2025-12-31	$5,121,141	63,791	+0.6%	Shares	Sole	2026-01-16
2025-09-30	$4,787,802	63,423	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$4,406,017	63,469	-0.2%	Shares	Sole	2025-07-16
2025-03-31	$4,509,029	63,606	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$4,536,614	63,281	+0.2%	Shares	Sole	2025-02-19
2024-09-30	$5,336,378	63,130	-2.8%	Shares	Sole	2024-11-12
2024-06-30	$4,598,330	64,939	-1.9%	Shares	Sole	2024-08-08
2024-03-31	$4,231,608	66,212	+544.6%	Shares	Sole	2024-05-15
2023-12-31	$623,860	10,271	+26.9%	Shares	Sole	2024-02-07
2023-09-30	$463,647	8,093	0.0%	Shares	Sole	2023-11-09
2023-06-30	$600,500	8,093	0.0%	Shares	Sole	2023-08-15
2023-03-31	$623,808	8,093	0.0%	Shares	Sole	2023-05-09
2022-12-31	$676,574	8,093	0.0%	Shares	Sole	2023-02-07
2022-09-30	$634,572	8,093	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$616,891	7,964	-7.2%	Shares	Sole	2022-08-18
2022-03-31	$727,320	8,586	-7.8%	Shares	Sole	2022-05-04
2021-12-31	$869,461	9,313	0.0%	Shares	Sole	2022-02-07
2021-09-30	$731,256	9,313	-0.4%	Shares	Sole	2021-11-10
2021-03-31	$706,877	9,349	+5.0%	Shares	Sole	2021-05-12
2020-12-31	$686,943	8,904	+299.6%	Shares	Sole	2021-01-29
2020-09-30	$618,403	2,228	-9.2%	Shares	Sole	2020-12-14
2020-06-30	$589,377	2,454	+5.8%	Shares	Sole	2020-08-13
2020-03-31	$557,997	2,319	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.