Krilogy Financial LLC

Position in NEE — Nextera Energy Inc

CIK 1659047 ST. LOUIS, MO

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,164,759

-$25,072 QoQ

Shares Held

24,664

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,154

of 2,999 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Krilogy Financial LLC holds $26,445,803 across 17 Utilities - Regulated Electric names. NEE ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	77,855	$8,800,729
2	EIX	Edison International	53,171	$3,958,580
3	PCG	PG&E Corp	200,332	$3,369,584
4	NEE	Nextera Energy Inc This page	24,664	$2,164,759
5	ES	Eversource Energy	22,043	$1,593,047
6	ED	Consolidated Edison Inc	12,897	$1,426,795
7	SO	Southern Co	10,518	$1,006,677
8	EVRG	Evergy, Inc.	6,580	$568,709

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,164,759	24,664	+4.6%	Shares	Sole	2026-07-27
2026-03-31	$2,189,831	23,577	+40.9%	Shares	Sole	2026-04-17
2025-12-31	$1,343,806	16,739	+17.2%	Shares	Sole	2026-01-27
2025-09-30	$1,078,072	14,281	+11.6%	Shares	Sole	2025-11-06
2025-06-30	$888,090	12,793	+17.3%	Shares	Sole	2025-07-09
2025-03-31	$772,842	10,902	+3.7%	Shares	Sole	2025-04-16
2024-12-31	$753,676	10,513	-40.7%	Shares	Sole	2025-01-15
2024-09-30	$1,497,448	17,715	+5.1%	Shares	Sole	2024-10-15
2024-06-30	$1,193,219	16,851	-25.5%	Shares	Sole	2024-07-22
2024-03-31	$1,445,452	22,617	-3.7%	Shares	Sole	2024-04-24
2023-12-31	$1,427,268	23,498	-23.1%	Shares	Sole	2024-01-26
2023-09-30	$1,750,438	30,554	+34.7%	Shares	Sole	2023-11-01
2023-06-30	$1,683,523	22,689	-3.3%	Shares	Sole	2023-07-19
2023-03-31	$1,809,298	23,473	+15.9%	Shares	Sole	2023-05-03
2022-12-31	$1,693,736	20,260	-13.1%	Shares	Sole	2023-02-13
2022-09-30	$1,827,031	23,301	+3.1%	Shares	Sole	2022-10-06
2022-06-30	$1,750,053	22,593	+913.6%	Shares	Sole	2022-07-14
2021-12-31	$208,099	2,229	-29.3%	Shares	Sole	2022-01-27
2021-09-30	$247,416	3,151	-22.3%	Shares	Sole	2021-10-25
2021-06-30	$297,296	4,057	-31.7%	Shares	Sole	2021-07-20
2021-03-31	$449,274	5,942	-51.8%	Shares	Sole	2021-04-21
2020-12-31	$950,950	12,326	+317.3%	Shares	Sole	2021-02-11
2020-09-30	$819,912	2,954	-4.6%	Shares	Sole	2020-11-13
2020-06-30	$744,046	3,098	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.