Cornerstone Advisory, LLC

Position in NEE — Nextera Energy Inc

CIK 1668189 HUNT VALLEY, MD

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$771,498

-$30,706 QoQ

Shares Held

8,790

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,755

of 3,000 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $5,726,581 across 8 Utilities - Regulated Electric names. NEE ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	23,407	$2,240,283
2	AEP	American Electric Power Co Inc	6,019	$823,459
3	DUK	Duke Energy CORP	6,437	$814,795
4	NEE	Nextera Energy Inc This page	8,790	$771,498
5	D	Dominion Energy, Inc	6,840	$467,103
6	EXC	Exelon Corp	6,828	$318,321
7	ETR	Entergy Corp /De/	1,918	$220,301
8	IMSR	Terrestrial Energy Inc. /DE/	10,003	$70,821

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,498	8,790	+1.8%	Shares	Sole	2026-07-29
2026-03-31	$802,204	8,637	+5.5%	Shares	Sole	2026-05-04
2025-12-31	$657,493	8,190	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$615,017	8,147	+5.5%	Shares	Sole	2025-11-07
2025-06-30	$535,922	7,720	-2.1%	Shares	Sole	2025-07-30
2025-03-31	$558,967	7,885	-0.1%	Shares	Sole	2025-05-07
2024-12-31	$565,634	7,890	+40.3%	Shares	Sole	2025-02-18
2024-09-30	$475,481	5,625	-36.1%	Shares	Sole	2024-11-12
2024-06-30	$623,694	8,808	-20.7%	Shares	Sole	2024-08-14
2024-03-31	$709,592	11,103	+760.0%	Shares	Sole	2024-05-08
2021-12-31	$120,527	1,291	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.