Seneca House Advisors

Position in NEE — Nextera Energy Inc

CIK 1731359 RICHMOND, VA

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$494,145

-$57,840 QoQ

Shares Held

5,630

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,071

of 2,999 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Seneca House Advisors holds $1,878,330 across 3 Utilities - Regulated Electric names. NEE ranks #3 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	10,673	$728,859
2	SO	Southern Co	6,847	$655,326
3	NEE	Nextera Energy Inc This page	5,630	$494,145

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,145	5,630	-5.3%	Shares	Sole	2026-07-31
2026-03-31	$551,985	5,943	-81.4%	Shares	Sole	2026-05-01
2025-12-31	$2,571,368	32,030	-7.2%	Shares	Sole	2026-02-17
2025-09-30	$2,605,763	34,518	-49.1%	Shares	Sole	2025-10-10
2025-06-30	$4,703,274	67,751	+3.5%	Shares	Sole	2025-07-09
2025-03-31	$4,638,261	65,429	+4.5%	Shares	Sole	2025-04-11
2024-12-31	$4,489,873	62,629	+11.3%	Shares	Sole	2025-01-21
2024-09-30	$4,754,727	56,249	+3.0%	Shares	Sole	2024-10-04
2024-06-30	$3,867,925	54,624	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$3,494,151	54,673	+8.2%	Shares	Sole	2024-04-18
2023-12-31	$3,068,038	50,511	+3.1%	Shares	Sole	2024-01-10
2023-09-30	$2,807,725	49,009	+9.2%	Shares	Sole	2023-10-13
2023-06-30	$3,329,279	44,869	+1.2%	Shares	Sole	2023-07-20
2023-03-31	$3,416,956	44,330	+43.4%	Shares	Sole	2023-04-11
2022-12-31	$2,584,326	30,913	+68.4%	Shares	Sole	2023-01-31
2022-09-30	$1,439,529	18,359	+3.5%	Shares	Sole	2022-10-07
2022-06-30	$1,373,985	17,738	+16.2%	Shares	Sole	2022-08-03
2022-03-31	$1,292,759	15,261	+82.0%	Shares	Sole	2022-04-14
2021-12-31	$782,730	8,384	+26.0%	Shares	Sole	2022-02-02
2021-09-30	$522,550	6,655	+112.3%	Shares	Sole	2021-10-14
2021-06-30	$229,732	3,135	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.