Pacific Center for Financial Services
Position in NEE — Nextera Energy Inc
CIK 1698222
SAN RAMON, CA
Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$422,788
-$31,302 QoQ
Shares Held
4,817
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,194
of 2,993 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pacific Center for Financial Services holds $1,334,712 across 11 Utilities - Regulated Electric names. NEE ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,817 | $422,788 | |
| 2 | ED |
Consolidated Edison Inc
|
2,500 | $276,575 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,825 | $249,678 | |
| 4 | DTE |
Dte Energy Co
|
920 | $140,180 | |
| 5 | PCG |
PG&E Corp
|
4,769 | $80,214 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 7 | EVRG |
Evergy, Inc.
|
598 | $51,685 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
314 | $25,484 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,788 | 4,817 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $454,090 | 4,889 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $390,803 | 4,868 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $367,485 | 4,868 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $340,852 | 4,910 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $388,335 | 5,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $391,714 | 5,464 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $460,773 | 5,451 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $380,037 | 5,367 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $342,174 | 5,354 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $566,339 | 9,324 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $554,509 | 9,679 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $717,291 | 9,667 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $744,207 | 9,655 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $728,977 | 9,297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $700,935 | 9,049 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $765,863 | 9,041 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $843,320 | 9,033 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $708,800 | 9,027 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $654,903 | 8,937 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $670,055 | 8,862 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $582,482 | 7,550 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $552,621 | 1,991 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $427,982 | 1,782 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $347,695 | 1,445 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||