CHOREO, LLC

Position in NEE — Nextera Energy Inc

CIK 1679031 ROCKFORD, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$9,605,899

-$527,030 QoQ

Shares Held

109,444

+0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#590

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CHOREO, LLC holds $55,129,983 across 30 Utilities - Regulated Electric names. NEE ranks #1 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	109,444	$9,605,899
2	DUK	Duke Energy CORP	52,131	$6,598,741
3	SO	Southern Co	54,018	$5,170,062
4	LNT	Alliant Energy Corp	56,581	$4,316,564
5	PEG	Public Service Enterprise Group Inc	47,429	$3,849,337
6	AEP	American Electric Power Co Inc	21,286	$2,912,137
7	D	Dominion Energy, Inc	34,244	$2,338,522
8	NGG	National Grid PLC	26,727	$2,214,866

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,605,899	109,444	+0.3%	Shares	Sole	2026-08-04
2026-03-31	$10,132,929	109,097	+7.1%	Shares	Sole	2026-05-13
2025-12-31	$8,179,889	101,892	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$7,735,309	102,468	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$6,992,607	100,729	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$7,170,452	101,149	-1.5%	Shares	Sole	2025-05-06
2024-12-31	$7,361,774	102,689	-2.4%	Shares	Sole	2025-01-27
2024-09-30	$8,893,739	105,214	+7.3%	Shares	Sole	2024-11-07
2024-06-30	$6,946,177	98,096	+177.2%	Shares	Sole	2024-08-07
2024-03-31	$2,261,519	35,386	+7.8%	Shares	Sole	2024-05-02
2023-12-31	$1,994,519	32,837	-4.8%	Shares	Sole	2024-02-05
2023-09-30	$1,976,333	34,497	+1.3%	Shares	Sole	2023-11-08
2023-06-30	$2,527,845	34,068	-4.3%	Shares	Sole	2023-08-04
2023-03-31	$2,743,200	35,589	+605.2%	Shares	Sole	2023-05-15
2022-12-31	$421,929	5,047	-7.4%	Shares	Sole	2023-02-13
2022-09-30	$427,412	5,451	+0.4%	Shares	Sole	2022-10-21
2022-06-30	$420,375	5,427	+23.1%	Shares	Sole	2022-08-11
2022-03-31	$373,401	4,408	-9.8%	Shares	Sole	2022-05-02
2021-12-31	$456,156	4,886	+20.5%	Shares	Sole	2022-02-08
2021-09-30	$318,477	4,056	-25.8%	Shares	Sole	2021-11-08
2021-06-30	$400,401	5,464	0.0%	Shares	Sole	2021-08-13
2021-03-31	$413,133	5,464	-49.2%	Shares	Sole	2021-04-29
2020-12-31	$830,442	10,764	+299.4%	Shares	Sole	2021-02-04
2020-09-30	$748,024	2,695	0.0%	Shares	Sole	2020-11-03
2020-06-30	$647,258	2,695	-8.7%	Shares	Sole	2020-08-14
2020-03-31	$710,550	2,953	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.