Abacus Planning Group, Inc.

Position in NEE — Nextera Energy Inc

CIK 1602730 COLUMBIA, SC

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,030,507

-$50,801 QoQ

Shares Held

11,741

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,594

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $3,519,390 across 5 Utilities - Regulated Electric names. NEE ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,339	$1,182,130
2	NEE	Nextera Energy Inc This page	11,741	$1,030,507
3	AEP	American Electric Power Co Inc	3,728	$510,027
4	D	Dominion Energy, Inc	7,409	$505,960
5	SO	Southern Co	3,038	$290,766

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,030,507	11,741	+0.9%	Shares	Sole	2026-07-20
2026-03-31	$1,081,308	11,642	+1.7%	Shares	Sole	2026-04-08
2025-12-31	$919,125	11,449	-20.1%	Shares	Sole	2026-01-16
2025-09-30	$1,081,545	14,327	-0.2%	Shares	Sole	2025-10-22
2025-06-30	$996,871	14,360	+2.7%	Shares	Sole	2025-07-21
2025-03-31	$991,183	13,982	-1.1%	Shares	Sole	2025-04-14
2024-12-31	$1,013,624	14,139	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$1,198,550	14,179	+6.6%	Shares	Sole	2024-10-02
2024-06-30	$941,702	13,299	-19.4%	Shares	Sole	2024-07-31
2024-03-31	$1,054,578	16,501	-1.6%	Shares	Sole	2024-04-12
2023-12-31	$1,018,792	16,773	-3.6%	Shares	Sole	2024-01-19
2023-09-30	$996,846	17,400	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$1,295,606	17,461	-5.3%	Shares	Sole	2023-07-07
2023-03-31	$1,420,969	18,435	+8.2%	Shares	Sole	2023-04-18
2022-12-31	$1,423,791	17,031	-0.1%	Shares	Sole	2023-01-19
2022-09-30	$1,336,420	17,044	-5.2%	Shares	Sole	2022-10-19
2022-06-30	$1,391,956	17,970	-0.0%	Shares	Sole	2022-07-18
2022-03-31	$1,522,408	17,972	+0.9%	Shares	Sole	2022-04-13
2021-12-31	$1,662,741	17,810	+1.5%	Shares	Sole	2022-01-18
2021-09-30	$1,377,554	17,544	+0.5%	Shares	Sole	2021-10-19
2021-06-30	$1,279,615	17,462	-5.0%	Shares	Sole	2021-07-20
2021-03-31	$1,389,258	18,374	+2.7%	Shares	Sole	2021-04-27
2020-12-31	$1,379,904	17,886	+383.9%	Shares	Sole	2021-02-01
2020-09-30	$1,025,861	3,696	0.0%	Shares	Sole	2020-11-03
2020-06-30	$887,668	3,696	+2.8%	Shares	Sole	2020-08-11
2020-03-31	$865,510	3,597	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.