Merit Financial Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1621225 ALPHARETTA, GA

Position in NEE

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

Position Value

$10,352,378

+$2,030,242 QoQ

Shares Held

117,949

+31.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#564

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. NEE ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	114,295	$10,939,170
2	AEP	American Electric Power Co Inc	77,844	$10,649,832
3	NEE	Nextera Energy Inc This page	117,949	$10,352,378
4	WEC	Wec Energy Group, Inc.	78,182	$9,129,307
5	DUK	Duke Energy CORP	70,386	$8,909,455
6	EIX	Edison International	102,639	$7,641,469
7	LNT	Alliant Energy Corp	86,734	$6,616,933
8	PCG	PG&E Corp	383,850	$6,456,354

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,352,378	117,949	+31.6%	Shares	Other	2026-07-20
2026-03-31	$8,322,136	89,601	+9.1%	Shares	Other	2026-04-15
2025-12-31	$6,593,795	82,135	+15.1%	Shares	Other	2026-01-26
2025-09-30	$5,384,696	71,330	+0.3%	Shares	Other	2025-11-07
2025-06-30	$4,936,733	71,114	+54.0%	Shares	Sole	2025-07-22
2025-03-31	$3,273,203	46,173	+47.2%	Shares	Sole	2025-04-09
2024-12-31	$2,248,843	31,369	+37.6%	Shares	Sole	2025-01-15
2024-09-30	$1,927,706	22,805	-13.8%	Shares	Sole	2024-10-17
2024-06-30	$1,872,499	26,444	+8.2%	Shares	Sole	2024-08-13
2024-03-31	$1,562,216	24,444	+22.8%	Shares	Sole	2024-05-06
2023-12-31	$1,209,394	19,911	+20.3%	Shares	Sole	2024-02-06
2023-09-30	$948,092	16,549	-15.6%	Shares	Sole	2023-11-07
2023-06-30	$1,454,691	19,605	+8.8%	Shares	Sole	2023-08-01
2023-03-31	$1,389,444	18,026	-0.6%	Shares	Sole	2023-04-24
2022-12-31	$1,515,584	18,129	+25.9%	Shares	Sole	2023-01-13
2022-09-30	$1,128,790	14,396	+22.4%	Shares	Sole	2022-10-31
2022-06-30	$911,161	11,763	+1.7%	Shares	Sole	2022-08-08
2022-03-31	$979,755	11,566	+24.0%	Shares	Sole	2022-05-13
2021-12-31	$870,768	9,327	-3.5%	Shares	Sole	2022-02-14
2021-09-30	$759,131	9,668	+5.6%	Shares	Sole	2021-10-27
2021-06-30	$670,731	9,153	+0.7%	Shares	Sole	2021-08-16
2021-03-31	$687,219	9,089	+0.2%	Shares	Sole	2021-05-18
2020-12-31	$699,827	9,071	+308.2%	Shares	Sole	2021-02-12
2020-09-30	$616,738	2,222	+0.2%	Shares	Sole	2020-11-10
2020-06-30	$532,697	2,218	-28.7%	Shares	Sole	2020-08-13
2020-03-31	$748,809	3,112	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.