Syverson Strege & Co

Position in NEE — Nextera Energy Inc

CIK 1682057 WEST DES MOINES, IA

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$249,530

-$22,144 QoQ

Shares Held

2,843

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,551

of 2,999 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Syverson Strege & Co holds $1,691,427 across 6 Utilities - Regulated Electric names. NEE ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	5,686	$544,207
2	AEE	Ameren Corp	2,414	$272,878
3	NEE	Nextera Energy Inc This page	2,843	$249,530
4	EXC	Exelon Corp	4,575	$213,286
5	ED	Consolidated Edison Inc	1,900	$210,197
6	LNT	Alliant Energy Corp	2,639	$201,329

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,530	2,843	-2.8%	Shares	Sole	2026-08-06
2026-03-31	$271,674	2,925	-0.6%	Shares	Sole	2026-05-04
2025-12-31	$236,183	2,942	+3.7%	Shares	Sole	2026-02-09
2025-09-30	$214,240	2,838	-6.5%	Shares	Sole	2025-12-01
2025-06-30	$210,689	3,035	+147.6%	Shares	Sole	2025-08-04
2023-03-31	$94,500	1,226	0.0%	Shares	Sole	2023-05-03
2022-12-31	$102,493	1,226	+0.2%	Shares	Sole	2023-02-07
2022-09-30	$95,973	1,224	0.0%	Shares	Sole	2022-11-09
2022-06-30	$94,811	1,224	0.0%	Shares	Sole	2022-08-11
2022-03-31	$103,685	1,224	0.0%	Shares	Sole	2022-04-13
2021-12-31	$114,272	1,224	0.0%	Shares	Other	2022-01-19
2021-09-30	$96,108	1,224	0.0%	Shares	Sole	2021-11-02
2021-06-30	$89,694	1,224	-51.3%	Shares	Sole	2021-08-04
2021-03-31	$190,007	2,513	-0.2%	Shares	Sole	2021-05-07
2020-12-31	$194,186	2,517	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.