Phoenix Financial Ltd.

Position in NEE — Nextera Energy Inc

CIK 1679543 Givatayim, L3

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,486,625

-$1,459,552 QoQ

Shares Held

51,118

-20.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#836

of 3,000 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Phoenix Financial Ltd. holds $4,486,625 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	51,118	$4,486,625

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,486,625	51,118	-20.2%	Shares	Sole	2026-08-11
2026-03-31	$5,946,177	64,020	-11.1%	Shares	Sole	2026-05-11
2025-12-31	$5,783,691	72,044	-3.2%	Shares	Sole	2026-02-05
2025-09-30	$5,620,758	74,457	-29.2%	Shares	Sole	2025-11-13
2025-06-30	$7,301,873	105,184	-13.3%	Shares	Sole	2025-07-30
2025-03-31	$8,601,012	121,329	-5.7%	Shares	Sole	2025-05-07
2024-12-31	$9,219,118	128,597	-8.5%	Shares	Sole	2025-02-13
2024-09-30	$11,885,255	140,604	+11.4%	Shares	Sole	2024-11-05
2024-06-30	$8,941,036	126,268	+31.0%	Shares	Sole	2024-08-12
2024-03-31	$6,158,622	96,364	+51.1%	Shares	Sole	2024-05-15
2023-12-31	$3,874,300	63,785	-25.3%	Shares	Sole	2024-02-14
2023-09-30	$4,890,732	85,368	+1.9%	Shares	Sole	2023-12-04
2023-06-30	$6,217,663	83,796	+91.7%	Shares	Sole	2023-08-07
2023-03-31	$3,369,320	43,712	+82.7%	Shares	Sole	2023-05-11
2022-12-31	$1,999,962	23,923	+3.4%	Shares	Sole	2023-02-13
2022-09-30	$1,814,093	23,136	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$1,776,390	22,933	+5.3%	Shares	Sole	2022-08-15
2022-03-31	$1,845,237	21,783	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.