PKS Advisory Services, LLC

Position in NEE — Nextera Energy Inc

CIK 1605401 ALBANY, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$658,275

-$84,114 QoQ

Shares Held

7,500

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,854

of 3,000 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PKS Advisory Services, LLC holds $2,282,058 across 4 Utilities - Regulated Electric names. NEE ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HE	Hawaiian Electric Industries Inc	70,044	$947,695
2	NEE	Nextera Energy Inc This page	7,500	$658,275
3	AEP	American Electric Power Co Inc	3,232	$442,169
4	DUK	Duke Energy CORP	1,848	$233,919

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$658,275	7,500	-6.2%	Shares	Sole	2026-08-04
2026-03-31	$742,389	7,993	+5.1%	Shares	Sole	2026-05-13
2025-12-31	$610,288	7,602	-3.9%	Shares	Sole	2026-02-02
2025-09-30	$597,427	7,914	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$552,166	7,954	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$566,198	7,987	-3.8%	Shares	Sole	2025-05-14
2024-12-31	$595,242	8,303	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.