SevenBridge Financial Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1673954 HARRISBURG, PA

Position in NEE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,000,783

-$126,471 QoQ

Shares Held

56,976

+3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#789

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Utilities · as of Jun 30, 2026

SevenBridge Financial Group, LLC holds $12,291,841 across 5 Utilities - Regulated Electric names. NEE ranks #2 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	48,130	$6,092,295
2	NEE	Nextera Energy Inc This page	56,976	$5,000,783
3	SO	Southern Co	4,873	$466,394
4	D	Dominion Energy, Inc	6,827	$466,215
5	PPL	PPL Corp	7,322	$266,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,000,783	56,976	+3.2%	Shares	Sole	2026-08-12
2026-03-31	$5,127,254	55,203	+3.2%	Shares	Sole	2026-04-23
2025-12-31	$4,292,651	53,471	+7.8%	Shares	Sole	2026-02-02
2025-09-30	$3,744,530	49,603	+39.7%	Shares	Sole	2025-11-13
2025-06-30	$2,465,381	35,514	+45.3%	Shares	Sole	2025-09-04
2025-03-31	$1,733,189	24,449	+197.8%	Shares	Sole	2025-05-13
2024-12-31	$588,646	8,211	+24.8%	Shares	Sole	2025-02-12
2024-09-30	$556,038	6,578	0.0%	Shares	Sole	2024-11-12
2024-06-30	$465,788	6,578	-1.4%	Shares	Sole	2024-08-09
2024-03-31	$426,279	6,670	-7.3%	Shares	Sole	2024-05-10
2023-12-31	$436,842	7,192	-85.5%	Shares	Sole	2024-01-22
2023-09-30	$2,833,677	49,462	+31.3%	Shares	Sole	2023-10-25
2023-06-30	$2,795,781	37,679	+2.1%	Shares	Sole	2023-07-26
2023-03-31	$2,845,254	36,913	+101.3%	Shares	Sole	2023-04-20
2022-12-31	$1,533,224	18,340	+0.6%	Shares	Sole	2023-01-26
2022-09-30	$1,428,787	18,222	-0.3%	Shares	Sole	2022-10-17
2022-06-30	$1,415,813	18,278	-3.2%	Shares	Sole	2022-07-12
2022-03-31	$1,599,494	18,882	-1.0%	Shares	Sole	2022-04-15
2021-12-31	$1,780,001	19,066	-1.9%	Shares	Sole	2022-01-20
2021-09-30	$1,526,428	19,440	+0.1%	Shares	Sole	2021-10-14
2021-06-30	$1,422,511	19,412	+1.4%	Shares	Sole	2021-07-26
2021-03-31	$1,448,082	19,152	-0.4%	Shares	Sole	2021-04-20
2020-12-31	$1,483,440	19,228	+300.0%	Shares	Sole	2021-01-19
2020-09-30	$1,334,230	4,807	-2.3%	Shares	Sole	2020-10-22
2020-06-30	$1,182,116	4,922	0.0%	Shares	Sole	2020-07-24
2020-03-31	$1,184,331	4,922	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.