Archford Capital Strategies, LLC

Position in NEE — Nextera Energy Inc

CIK 1606609 SWANSEA, IL

Position in NEE

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

Position Value

$1,738,021

-$137,040 QoQ

Shares Held

19,802

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,288

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $6,013,191 across 6 Utilities - Regulated Electric names. NEE ranks #1 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	19,802	$1,738,021
2	SO	Southern Co	12,191	$1,166,800
3	DUK	Duke Energy CORP	7,979	$1,009,981
4	AEE	Ameren Corp	8,442	$954,283
5	D	Dominion Energy, Inc	13,390	$914,403
6	AEP	American Electric Power Co Inc	1,679	$229,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,738,021	19,802	-1.9%	Shares	Sole	2026-07-17
2026-03-31	$1,875,061	20,188	+0.9%	Shares	Sole	2026-04-15
2025-12-31	$1,606,804	20,015	-10.8%	Shares	Sole	2026-01-15
2025-09-30	$1,693,542	22,434	-10.2%	Shares	Sole	2025-10-17
2025-06-30	$1,733,556	24,972	-5.4%	Shares	Sole	2025-07-17
2025-03-31	$1,871,779	26,404	-35.5%	Shares	Sole	2025-04-23
2024-12-31	$2,933,913	40,925	-0.0%	Shares	Sole	2025-01-21
2024-09-30	$3,459,643	40,928	-3.0%	Shares	Sole	2024-10-15
2024-06-30	$2,987,969	42,197	-0.9%	Shares	Sole	2024-07-17
2024-03-31	$2,722,054	42,592	+1.2%	Shares	Sole	2024-04-24
2023-12-31	$2,556,242	42,085	+20.3%	Shares	Sole	2024-01-12
2023-09-30	$2,004,920	34,996	+12.1%	Shares	Sole	2023-10-27
2023-06-30	$2,315,707	31,209	+15.5%	Shares	Sole	2023-08-02
2023-03-31	$2,083,241	27,027	+8.0%	Shares	Sole	2023-04-18
2022-12-31	$2,092,090	25,025	+12.8%	Shares	Sole	2023-01-26
2022-09-30	$1,738,820	22,176	+6.3%	Shares	Sole	2022-10-17
2022-06-30	$1,616,667	20,871	+0.7%	Shares	Sole	2022-07-12
2022-03-31	$1,756,377	20,734	+4.3%	Shares	Sole	2022-04-18
2021-12-31	$1,855,716	19,877	+2.5%	Shares	Sole	2022-01-20
2021-09-30	$1,523,052	19,397	+0.8%	Shares	Sole	2021-10-14
2021-06-30	$1,409,980	19,241	+1.1%	Shares	Sole	2021-07-23
2021-03-31	$1,439,236	19,035	-6.9%	Shares	Sole	2021-04-26
2020-12-31	$1,576,791	20,438	+295.2%	Shares	Sole	2021-01-19
2020-09-30	$1,435,262	5,171	-1.5%	Shares	Sole	2020-10-19
2020-06-30	$1,260,892	5,250	-3.1%	Shares	Sole	2020-07-24
2020-03-31	$1,303,919	5,419	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.