KESTRA PRIVATE WEALTH SERVICES, LLC

Position in NEE — Nextera Energy Inc

CIK 1649451 AUSTIN, TX

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$24,432,447

-$2,173,864 QoQ

Shares Held

278,369

-2.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#360

of 2,993 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. NEE ranks #1 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	278,369	$24,432,447
2	DUK	Duke Energy CORP	77,585	$9,820,709
3	AEP	American Electric Power Co Inc	56,760	$7,765,335
4	SO	Southern Co	75,860	$7,260,560
5	WEC	Wec Energy Group, Inc.	36,622	$4,276,350
6	PEG	Public Service Enterprise Group Inc	40,649	$3,299,072
7	ETR	Entergy Corp /De/	26,034	$2,990,265
8	D	Dominion Energy, Inc	40,172	$2,743,345

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,432,447	278,369	-2.8%	Shares	Sole	2026-07-28
2026-03-31	$26,606,311	286,459	+1.3%	Shares	Sole	2026-04-20
2025-12-31	$22,703,505	282,804	-1.2%	Shares	Sole	2026-01-29
2025-09-30	$21,608,031	286,237	+5.7%	Shares	Sole	2025-11-17
2025-06-30	$18,807,335	270,921	+8.7%	Shares	Sole	2025-08-07
2025-03-31	$17,662,172	249,149	+6.1%	Shares	Sole	2025-05-05
2024-12-31	$16,827,650	234,728	+8.8%	Shares	Sole	2025-01-28
2024-09-30	$18,233,543	215,705	+4.1%	Shares	Sole	2024-11-13
2024-06-30	$14,676,151	207,261	+2.9%	Shares	Sole	2024-08-12
2024-03-31	$12,874,158	201,442	-2.3%	Shares	Sole	2024-05-02
2023-12-31	$12,524,284	206,195	+8.8%	Shares	Sole	2024-02-05
2023-09-30	$10,859,147	189,547	+23.6%	Shares	Sole	2023-11-08
2023-06-30	$11,380,721	153,379	+17.5%	Shares	Sole	2023-08-08
2023-03-31	$10,062,562	130,547	+17.1%	Shares	Sole	2023-05-12
2022-12-31	$9,319,978	111,483	+3.8%	Shares	Sole	2023-02-01
2022-09-30	$8,420,057	107,385	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$7,971,950	102,917	+64.5%	Shares	Sole	2022-08-12
2022-03-31	$5,299,288	62,558	+0.9%	Shares	Sole	2022-07-21
2021-12-31	$5,788,413	62,001	+9.6%	Shares	Sole	2022-07-21
2021-09-30	$4,442,269	56,575	+11.3%	Shares	Sole	2022-07-26
2021-06-30	$3,726,288	50,850	+15.0%	Shares	Sole	2022-07-27
2021-03-31	$3,343,474	44,220	+10.8%	Shares	Sole	2022-07-27
2020-12-31	$3,079,750	39,919	+264.1%	Shares	Sole	2022-07-28
2020-09-30	$3,043,167	10,964	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.