Legacy Bridge, LLC

Position in NEE — Nextera Energy Inc

CIK 1689144 WEST DES MOINES, IA

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,115,907

-$62,182 QoQ

Shares Held

12,714

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,544

of 3,000 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

Legacy Bridge, LLC holds $1,333,150 across 3 Utilities - Regulated Electric names. NEE ranks #1 (83.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	12,714	$1,115,907
2	SO	Southern Co	2,095	$200,512
3	D	Dominion Energy, Inc	245	$16,731

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,907	12,714	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$1,178,089	12,684	+3.8%	Shares	Sole	2026-05-14
2025-12-31	$981,342	12,224	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$915,316	12,125	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$844,494	12,165	+2.4%	Shares	Sole	2025-08-06
2025-03-31	$842,527	11,885	0.0%	Shares	Sole	2025-05-08
2024-12-31	$852,035	11,885	0.0%	Shares	Sole	2025-01-22
2024-09-30	$1,004,639	11,885	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$844,409	11,925	0.0%	Shares	Sole	2024-08-06
2024-03-31	$762,126	11,925	-5.3%	Shares	Sole	2024-04-25
2023-12-31	$764,716	12,590	-6.8%	Shares	Sole	2024-01-17
2023-09-30	$774,274	13,515	-11.5%	Shares	Sole	2023-10-11
2023-06-30	$1,132,663	15,265	0.0%	Shares	Sole	2023-07-11
2023-03-31	$1,176,626	15,265	0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,276,154	15,265	+1.6%	Shares	Sole	2023-01-11
2022-09-30	$1,178,502	15,030	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,164,223	15,030	-2.0%	Shares	Sole	2022-07-21
2022-03-31	$1,298,604	15,330	0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,431,208	15,330	0.0%	Shares	Sole	2022-01-18
2021-09-30	$1,203,711	15,330	+1.6%	Shares	Sole	2021-10-26
2021-06-30	$1,105,795	15,090	0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,140,954	15,090	+2.4%	Shares	Sole	2021-04-29
2020-12-31	$1,136,419	14,730	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.