Almanack Investment Partners, LLC.

Position in NEE — Nextera Energy Inc

CIK 1680613 WAYNE, PA

Position in NEE

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

Position Value

$232,941

-$613,154 QoQ

Shares Held

2,654

-75.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,618

of 3,000 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Almanack Investment Partners, LLC. holds $1,945,010 across 5 Utilities - Regulated Electric names. NEE ranks #5 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,827	$737,581
2	PEG	Public Service Enterprise Group Inc	4,556	$369,764
3	DTE	Dte Energy Co	2,335	$355,783
4	SO	Southern Co	2,601	$248,941
5	NEE	Nextera Energy Inc This page	2,654	$232,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,941	2,654	-75.7%	Shares	Sole	2026-07-30
2022-06-30	$846,095	10,923	-3.1%	Shares	Sole	2022-08-12
2022-03-31	$954,512	11,268	-5.0%	Shares	Sole	2022-05-13
2021-12-31	$1,107,529	11,863	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$924,023	11,768	+2.9%	Shares	Sole	2021-11-04
2021-06-30	$837,736	11,432	-0.5%	Shares	Sole	2021-08-04
2021-03-31	$868,456	11,486	+0.1%	Shares	Sole	2021-05-11
2020-12-31	$885,682	11,480	+2.4%	Shares	Sole	2021-02-03
2020-09-30	$3,110,892	11,208	+284.9%	Shares	Sole	2020-11-12
2020-06-30	$699,375	2,912	-25.4%	Shares	Sole	2020-08-10
2020-03-31	$938,899	3,902	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.