Capital Analysts, LLC

Position in NEE — Nextera Energy Inc

CIK 1624758 FORT WASHINGTON, PA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,063,487

-$165,803 QoQ

Shares Held

46,297

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#872

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. NEE ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	146,712	$20,071,668
2	NEE	Nextera Energy Inc This page	46,297	$4,063,487
3	AEE	Ameren Corp	19,745	$2,231,974
4	PEG	Public Service Enterprise Group Inc	10,239	$830,996
5	DUK	Duke Energy CORP	4,610	$583,533
6	D	Dominion Energy, Inc	7,289	$497,765
7	SO	Southern Co	3,591	$343,693
8	XEL	Xcel Energy Inc	1,516	$121,734

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,063,487	46,297	+1.7%	Shares	Defined	2026-08-05
2026-03-31	$4,229,290	45,535	+2.6%	Shares	Defined	2026-05-14
2025-12-31	$3,562,906	44,381	+3.5%	Shares	Defined	2026-05-15
2025-09-30	$3,235,576	42,861	-2.2%	Shares	Defined	2025-11-14
2025-06-30	$3,042,191	43,823	+1.9%	Shares	Defined	2025-08-13
2025-03-31	$3,048,977	43,010	+2.1%	Shares	Defined	2025-05-14
2024-12-31	$3,020,944	42,139	+0.9%	Shares	Defined	2025-02-14
2024-09-30	$3,529,042	41,749	+2.8%	Shares	Defined	2024-11-13
2024-06-30	$2,877,081	40,631	+1.8%	Shares	Defined	2024-08-14
2024-03-31	$2,549,624	39,894	+23.1%	Shares	Defined	2024-05-14
2023-12-31	$1,967,975	32,400	+2.6%	Shares	Defined	2024-01-30
2023-09-30	$1,809,446	31,584	+22.5%	Shares	Defined	2023-11-13
2023-06-30	$1,912,579	25,776	+5.6%	Shares	Defined	2023-08-11
2023-03-31	$1,880,828	24,401	+6.1%	Shares	Defined	2023-05-05
2022-12-31	$1,923,301	23,006	+5.5%	Shares	Defined	2023-02-08
2022-09-30	$1,710,356	21,813	+6.0%	Shares	Defined	2022-11-14
2022-06-30	$1,593,351	20,570	+1.8%	Shares	Defined	2022-08-12
2022-03-31	$1,712,242	20,213	+6.8%	Shares	Defined	2022-05-12
2021-12-31	$1,766,463	18,921	+3.1%	Shares	Defined	2022-02-10
2021-09-30	$1,441,548	18,359	-0.3%	Shares	Defined	2021-11-04
2021-06-30	$1,349,377	18,414	+1.0%	Shares	Defined	2021-11-15
2021-03-31	$1,379,049	18,239	-10.1%	Shares	Defined	2021-05-17
2020-12-31	$1,565,759	20,295	+263.4%	Shares	Sole	2021-02-16
2020-09-30	$1,550,172	5,585	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$1,344,952	5,600	-2.4%	Shares	Sole	2020-08-07
2020-03-31	$1,380,196	5,736	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.