Cordatus Wealth Management LLC

Position in NEE — Nextera Energy Inc

CIK 1715862 NEWTOWN, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,162,353

-$212,070 QoQ

Shares Held

36,030

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#972

of 2,999 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cordatus Wealth Management LLC holds $4,931,848 across 4 Utilities - Regulated Electric names. NEE ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	36,030	$3,162,353
2	DUK	Duke Energy CORP	5,357	$678,089
3	SO	Southern Co	6,416	$614,075
4	NGG	National Grid PLC	5,760	$477,331

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,162,353	36,030	-0.8%	Shares	Sole	2026-07-29
2026-03-31	$3,374,423	36,331	+0.7%	Shares	Sole	2026-04-29
2025-12-31	$2,897,465	36,092	+0.2%	Shares	Sole	2026-01-26
2025-09-30	$2,718,696	36,014	-0.6%	Shares	Sole	2025-10-22
2025-06-30	$2,514,322	36,219	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$2,559,979	36,112	+1.7%	Shares	Sole	2025-05-08
2024-12-31	$2,546,428	35,520	+2.4%	Shares	Sole	2025-02-03
2024-09-30	$2,933,529	34,704	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$2,459,726	34,737	-5.0%	Shares	Sole	2024-07-18
2024-03-31	$2,335,910	36,550	+4.0%	Shares	Sole	2024-04-30
2023-12-31	$2,134,828	35,147	-11.6%	Shares	Sole	2024-01-17
2023-09-30	$2,278,022	39,763	-2.3%	Shares	Sole	2023-10-31
2023-06-30	$3,018,901	40,686	+16.2%	Shares	Sole	2023-07-14
2023-03-31	$2,698,031	35,003	-0.2%	Shares	Sole	2023-05-03
2022-12-31	$2,931,517	35,066	+2.8%	Shares	Sole	2023-02-06
2022-06-30	$2,641,386	34,100	+1.5%	Shares	Sole	2022-08-24
2022-03-31	$2,845,832	33,595	-0.3%	Shares	Sole	2022-05-06
2021-12-31	$3,144,738	33,684	+5.8%	Shares	Sole	2022-02-08
2021-09-30	$2,500,704	31,848	-25.5%	Shares	Sole	2021-11-10
2021-03-31	$3,232,251	42,749	+2.6%	Shares	Sole	2021-04-26
2020-12-31	$3,214,686	41,668	+435.0%	Shares	Sole	2021-02-02
2020-09-30	$2,161,637	7,788	-1.1%	Shares	Sole	2020-10-23
2020-06-30	$1,890,378	7,871	+0.7%	Shares	Sole	2020-07-21
2020-03-31	$1,880,926	7,817	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.