Fragasso Financial Advisors Inc

Position in NEE — Nextera Energy Inc

CIK 1613331 SEWICKLEY, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,330,417

-$98,727 QoQ

Shares Held

15,158

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,441

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fragasso Financial Advisors Inc holds $2,503,973 across 4 Utilities - Regulated Electric names. NEE ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	15,158	$1,330,417
2	D	Dominion Energy, Inc	9,379	$640,491
3	SO	Southern Co	2,947	$282,057
4	DUK	Duke Energy CORP	1,983	$251,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,330,417	15,158	-1.5%	Shares	Sole	2026-07-09
2026-03-31	$1,429,144	15,387	+1.7%	Shares	Sole	2026-04-07
2025-12-31	$1,214,395	15,127	+2.4%	Shares	Sole	2026-01-07
2025-09-30	$1,115,289	14,774	+0.0%	Shares	Sole	2025-10-06
2025-06-30	$1,025,194	14,768	-11.8%	Shares	Sole	2025-07-09
2025-03-31	$1,186,911	16,743	-58.5%	Shares	Sole	2025-04-09
2024-12-31	$2,889,823	40,310	-7.9%	Shares	Sole	2025-01-13
2024-09-30	$3,701,146	43,785	-5.7%	Shares	Sole	2024-10-07
2024-06-30	$3,286,504	46,413	-30.3%	Shares	Sole	2024-07-09
2024-03-31	$4,253,466	66,554	+1.7%	Shares	Sole	2024-04-10
2023-12-31	$3,975,129	65,445	+3.6%	Shares	Sole	2024-01-08
2023-09-30	$3,618,780	63,166	-4.0%	Shares	Sole	2023-12-06
2023-06-30	$4,880,356	65,773	-20.7%	Shares	Sole	2023-07-10
2023-03-31	$6,390,317	82,905	+3.9%	Shares	Sole	2023-04-13
2022-12-31	$6,667,936	79,760	+10.0%	Shares	Sole	2023-01-24
2022-09-30	$5,687,077	72,530	+1.0%	Shares	Sole	2022-10-13
2022-06-30	$5,559,923	71,778	+3.6%	Shares	Sole	2022-08-30
2022-03-31	$5,868,878	69,282	+0.5%	Shares	Sole	2022-04-06
2021-12-31	$6,434,091	68,917	+0.2%	Shares	Sole	2022-01-19
2021-09-30	$5,400,684	68,781	+1.9%	Shares	Sole	2021-10-08
2021-06-30	$4,946,033	67,495	+4.7%	Shares	Sole	2021-07-19
2021-03-31	$4,875,030	64,476	+2.4%	Shares	Sole	2021-05-27
2020-12-31	$4,859,292	62,985	+299.5%	Shares	Sole	2021-02-04
2020-09-30	$4,375,455	15,764	+1.8%	Shares	Sole	2020-11-05
2020-06-30	$3,717,591	15,479	-2.5%	Shares	Sole	2020-08-10
2020-03-31	$3,820,564	15,878	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.