Grey Ledge Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1660694 GUILFORD, CT

Position in NEE

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

Position Value

$549,176

+$228,090 QoQ

Shares Held

6,257

+81.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,990

of 3,000 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Grey Ledge Advisors, LLC holds $1,775,885 across 3 Utilities - Regulated Electric names. NEE ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	8,196	$784,439
2	NEE	Nextera Energy Inc This page	6,257	$549,176
3	DUK	Duke Energy CORP	3,494	$442,270

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,176	6,257	+81.0%	Shares	Sole	2026-07-27
2026-03-31	$321,086	3,457	0.0%	Shares	Sole	2026-04-21
2025-12-31	$277,527	3,457	-20.2%	Shares	Sole	2026-02-05
2025-09-30	$327,022	4,332	-33.6%	Shares	Sole	2025-10-21
2025-06-30	$452,618	6,520	-0.1%	Shares	Sole	2025-07-15
2025-03-31	$462,769	6,528	-2.2%	Shares	Sole	2025-04-18
2024-12-31	$478,387	6,673	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$564,913	6,683	-5.2%	Shares	Sole	2024-10-25
2024-06-30	$498,927	7,046	0.0%	Shares	Sole	2024-07-18
2024-03-31	$450,309	7,046	-3.3%	Shares	Sole	2024-05-02
2023-12-31	$442,551	7,286	-39.4%	Shares	Sole	2024-02-13
2023-09-30	$689,198	12,030	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$903,385	12,175	+9.5%	Shares	Sole	2023-08-08
2023-03-31	$857,283	11,122	-14.7%	Shares	Sole	2023-05-18
2022-12-31	$1,090,311	13,042	-27.7%	Shares	Sole	2023-02-16
2022-09-30	$1,414,202	18,036	-6.1%	Shares	Sole	2022-10-18
2022-06-30	$1,487,154	19,199	-13.7%	Shares	Sole	2022-07-20
2022-03-31	$1,884,543	22,247	-5.5%	Shares	Sole	2022-05-02
2021-12-31	$2,198,347	23,547	+2.2%	Shares	Sole	2022-02-11
2021-09-30	$1,808,708	23,035	-10.6%	Shares	Sole	2021-10-22
2021-06-30	$1,887,472	25,757	+1.6%	Shares	Sole	2021-07-29
2021-03-31	$1,917,242	25,357	+668.4%	Shares	Sole	2021-08-11
2020-12-31	$254,595	3,300	+300.0%	Shares	Sole	2021-02-08
2020-09-30	$228,987	825	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.