Ballast, Inc.

Position in NEE — Nextera Energy Inc

CIK 1730477 Lexington, KY

Position in NEE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$482,559

-$28,095 QoQ

Shares Held

5,498

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,085

of 2,988 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ballast, Inc. holds $5,427,496 across 4 Utilities - Regulated Electric names. NEE ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	19,358	$2,450,335
2	ED	Consolidated Edison Inc	20,525	$2,270,680
3	NEE	Nextera Energy Inc This page	5,498	$482,559
4	D	Dominion Energy, Inc	3,279	$223,922

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,559	5,498	0.0%	Shares	Sole	2026-07-10
2026-03-31	$510,654	5,498	0.0%	Shares	Sole	2026-05-15
2025-12-31	$441,379	5,498	-0.6%	Shares	Sole	2026-02-03
2025-09-30	$417,686	5,533	0.0%	Shares	Sole	2025-11-07
2025-06-30	$384,100	5,533	0.0%	Shares	Sole	2025-11-07
2025-03-31	$392,234	5,533	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$381,247	5,318	-0.1%	Shares	Sole	2025-01-16
2024-09-30	$449,784	5,321	-0.4%	Shares	Sole	2024-10-16
2024-06-30	$378,337	5,343	-2.5%	Shares	Sole	2024-07-15
2024-03-31	$350,226	5,480	0.0%	Shares	Sole	2024-05-06
2023-12-31	$332,855	5,480	+26.6%	Shares	Sole	2024-01-18
2023-09-30	$248,065	4,330	0.0%	Shares	Sole	2023-10-18
2023-06-30	$321,286	4,330	0.0%	Shares	Sole	2023-07-19
2023-03-31	$333,756	4,330	+3.9%	Shares	Sole	2023-04-19
2022-12-31	$348,444	4,168	0.0%	Shares	Sole	2023-01-26
2022-09-30	$326,812	4,168	0.0%	Shares	Sole	2022-10-18
2022-06-30	$322,853	4,168	-16.1%	Shares	Sole	2022-07-14
2022-03-31	$420,839	4,968	+38.0%	Shares	Sole	2022-04-18
2021-12-31	$336,096	3,600	+28.6%	Shares	Sole	2022-01-18
2021-09-30	$219,856	2,800	0.0%	Shares	Sole	2021-11-12
2021-06-30	$205,184	2,800	0.0%	Shares	Sole	2021-08-04
2021-03-31	$211,708	2,800	0.0%	Shares	Sole	2021-05-05
2020-12-31	$216,020	2,800	+180.0%	Shares	Sole	2021-01-21
2020-06-30	$240,170	1,000	0.0%	Shares	Sole	2020-08-11
2020-03-31	$240,620	1,000	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.