Moisand Fitzgerald Tamayo, LLC

Position in NEE — Nextera Energy Inc

CIK 1649107 ORLANDO, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$425,684

-$11,595 QoQ

Shares Held

4,850

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#2,194

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Moisand Fitzgerald Tamayo, LLC holds $1,208,005 across 8 Utilities - Regulated Electric names. NEE ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	4,893	$571,355
2	NEE	Nextera Energy Inc This page	4,850	$425,684
3	DUK	Duke Energy CORP	763	$96,580
4	EVRG	Evergy, Inc.	534	$46,153
5	EXC	Exelon Corp	656	$30,582
6	CNP	Centerpoint Energy Inc	315	$13,872
7	PEG	Public Service Enterprise Group Inc	168	$13,634
8	SO	Southern Co	106	$10,145

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,684	4,850	+3.0%	Shares	Sole	2026-07-13
2026-03-31	$437,279	4,708	0.0%	Shares	Sole	2026-04-14
2025-12-31	$377,958	4,708	-0.2%	Shares	Sole	2026-01-14
2025-09-30	$356,237	4,719	0.0%	Shares	Sole	2025-10-23
2025-06-30	$327,592	4,719	0.0%	Shares	Sole	2025-07-16
2025-03-31	$334,529	4,719	-0.4%	Shares	Sole	2025-04-22
2024-12-31	$339,810	4,740	0.0%	Shares	Sole	2025-02-04
2024-09-30	$400,672	4,740	-0.3%	Shares	Sole	2024-10-09
2024-06-30	$336,772	4,756	-0.3%	Shares	Sole	2024-07-31
2024-03-31	$304,978	4,772	-2.2%	Shares	Sole	2024-04-16
2023-12-31	$296,471	4,881	-51.7%	Shares	Sole	2024-01-18
2023-09-30	$579,030	10,107	-0.2%	Shares	Sole	2023-10-20
2023-06-30	$751,275	10,125	0.0%	Shares	Sole	2023-07-12
2023-03-31	$780,435	10,125	-9.6%	Shares	Sole	2023-05-05
2022-12-31	$936,487	11,202	+2.2%	Shares	Sole	2023-01-23
2022-09-30	$859,530	10,962	+1.2%	Shares	Sole	2022-10-26
2022-06-30	$838,814	10,829	+1330.5%	Shares	Sole	2022-08-01
2022-03-31	$64,125	757	-92.5%	Shares	Sole	2022-04-29
2021-12-31	$938,734	10,055	+0.0%	Shares	Sole	2022-02-03
2021-09-30	$789,204	10,051	0.0%	Shares	Sole	2021-11-01
2021-06-30	$736,537	10,051	0.0%	Shares	Sole	2021-08-03
2021-03-31	$759,956	10,051	-0.4%	Shares	Sole	2021-05-03
2020-12-31	$778,674	10,093	+296.4%	Shares	Sole	2021-02-02
2020-09-30	$706,667	2,546	0.0%	Shares	Sole	2020-11-02
2020-06-30	$611,472	2,546	-0.5%	Shares	Sole	2020-08-07
2020-03-31	$615,505	2,558	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.