Waterloo Capital, L.P.

Position in NEE — Nextera Energy Inc

CIK 1730942 Austin, TX

Position in NEE

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

Position Value

$2,769,406

-$305,665 QoQ

Shares Held

31,553

-4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,026

of 3,000 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waterloo Capital, L.P. holds $12,354,822 across 12 Utilities - Regulated Electric names. NEE ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	41,471	$3,969,189
2	FE	Firstenergy Corp	58,982	$2,804,004
3	NEE	Nextera Energy Inc This page	31,553	$2,769,406
4	EIX	Edison International	7,313	$544,452
5	AEP	American Electric Power Co Inc	3,610	$493,884
6	XEL	Xcel Energy Inc	5,063	$406,558
7	DUK	Duke Energy CORP	2,120	$268,349
8	DTE	Dte Energy Co	1,528	$232,821

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,769,406	31,553	-4.7%	Shares	Sole	2026-07-29
2026-03-31	$3,075,071	33,108	-8.5%	Shares	Sole	2026-05-12
2025-12-31	$2,904,690	36,182	+6.5%	Shares	Sole	2026-02-10
2025-09-30	$2,563,564	33,959	+4.9%	Shares	Sole	2025-11-05
2025-06-30	$2,247,125	32,370	+9.4%	Shares	Sole	2025-08-12
2025-03-31	$2,096,784	29,578	+31.1%	Shares	Sole	2025-05-12
2024-12-31	$1,616,967	22,555	+4.9%	Shares	Sole	2025-02-13
2024-09-30	$1,817,902	21,506	+60.5%	Shares	Sole	2024-11-14
2024-06-30	$948,924	13,401	+10.3%	Shares	Sole	2024-08-12
2024-03-31	$776,314	12,147	+51.6%	Shares	Sole	2024-05-14
2023-12-31	$486,770	8,014	+193.8%	Shares	Sole	2024-02-13
2023-06-30	$202,417	2,728	-7.8%	Shares	Sole	2023-08-11
2023-03-31	$228,156	2,960	+180.0%	Shares	Sole	2023-05-15
2020-03-31	$254,335	1,057	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.