TRUST POINT INC.

Position in NEE — Nextera Energy Inc

CIK 1635633 LA CROSSE, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,237,695

-$46,409 QoQ

Shares Held

25,495

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,128

of 2,988 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

TRUST POINT INC. holds $8,605,528 across 13 Utilities - Regulated Electric names. NEE ranks #1 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	25,495	$2,237,695
2	SO	Southern Co	13,072	$1,251,121
3	XEL	Xcel Energy Inc	9,589	$769,996
4	DUK	Duke Energy CORP	5,938	$751,631
5	NGG	National Grid PLC	8,694	$720,471
6	MGEE	Mge Energy Inc	6,334	$516,474
7	IDA	Idacorp Inc	3,351	$507,006
8	EXC	Exelon Corp	8,721	$406,573

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,237,695	25,495	+3.7%	Shares	Sole	2026-07-08
2026-03-31	$2,284,104	24,592	+0.2%	Shares	Sole	2026-04-15
2025-12-31	$1,971,274	24,555	-0.5%	Shares	Sole	2026-01-13
2025-09-30	$1,863,167	24,681	-7.0%	Shares	Sole	2025-10-10
2025-06-30	$1,841,642	26,529	+12.5%	Shares	Sole	2025-07-10
2025-03-31	$1,672,294	23,590	-4.9%	Shares	Sole	2025-04-17
2024-12-31	$1,779,130	24,817	+19.2%	Shares	Sole	2025-01-24
2024-09-30	$1,760,252	20,824	+4.6%	Shares	Sole	2024-10-17
2024-06-30	$1,409,685	19,908	-4.5%	Shares	Sole	2024-07-24
2024-03-31	$1,331,820	20,839	-2.9%	Shares	Sole	2024-04-19
2023-12-31	$1,303,055	21,453	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.