Allen Capital Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1601384 GRAND ISLAND, NE

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,336,649

+$23,884 QoQ

Shares Held

15,229

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,437

of 2,988 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allen Capital Group, LLC holds $11,721,362 across 5 Utilities - Regulated Electric names. NEE ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	41,195	$5,635,887
2	SO	Southern Co	19,660	$1,881,658
3	DUK	Duke Energy CORP	12,386	$1,567,819
4	NEE	Nextera Energy Inc This page	15,229	$1,336,649
5	ED	Consolidated Edison Inc	11,745	$1,299,349

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,336,649	15,229	+7.7%	Shares	Sole	2026-07-27
2026-03-31	$1,312,765	14,134	-4.1%	Shares	Sole	2026-05-27
2025-12-31	$1,183,006	14,736	+1.5%	Shares	Sole	2026-02-09
2025-09-30	$1,096,039	14,519	+3.7%	Shares	Sole	2025-10-27
2025-06-30	$971,671	13,997	+7.0%	Shares	Sole	2025-08-12
2025-03-31	$927,666	13,086	-1.3%	Shares	Sole	2025-05-02
2024-12-31	$950,752	13,262	+22.0%	Shares	Sole	2025-01-23
2024-09-30	$918,756	10,869	+126.3%	Shares	Sole	2024-11-12
2024-06-30	$340,029	4,802	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.