Certified Advisory Corp

Position in NEE — Nextera Energy Inc

CIK 1731732 ALTAMONTE SPRINGS, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$389,611

+$9,175 QoQ

Shares Held

4,439

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,248

of 2,988 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Certified Advisory Corp holds $5,211,787 across 4 Utilities - Regulated Electric names. NEE ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	20,048	$2,537,675
2	AEP	American Electric Power Co Inc	11,250	$1,539,112
3	SO	Southern Co	7,788	$745,389
4	NEE	Nextera Energy Inc This page	4,439	$389,611

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,611	4,439	+8.4%	Shares	Sole	2026-07-16
2026-03-31	$380,436	4,096	+3.0%	Shares	Sole	2026-04-17
2025-12-31	$319,353	3,978	-6.0%	Shares	Sole	2026-01-12
2025-09-30	$319,322	4,230	+21.7%	Shares	Sole	2025-11-13
2025-06-30	$241,234	3,475	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$248,753	3,509	-8.0%	Shares	Sole	2025-05-08
2024-12-31	$273,569	3,816	+8.0%	Shares	Sole	2025-01-15
2024-09-30	$298,729	3,534	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$247,905	3,501	-9.8%	Shares	Sole	2024-08-13
2024-03-31	$248,162	3,883	-10.6%	Shares	Sole	2024-05-10
2023-12-31	$263,793	4,343	-6.1%	Shares	Sole	2024-02-09
2023-09-30	$265,023	4,626	+2.6%	Shares	Sole	2023-11-13
2023-06-30	$334,419	4,507	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$340,924	4,423	+2.1%	Shares	Sole	2023-05-17
2022-12-31	$362,155	4,332	-34.5%	Shares	Sole	2023-02-15
2022-09-30	$518,290	6,610	+53.7%	Shares	Sole	2022-11-14
2022-06-30	$333,155	4,301	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$363,744	4,294	+0.2%	Shares	Sole	2022-05-13
2021-12-31	$400,140	4,286	+10.0%	Shares	Sole	2022-02-14
2021-09-30	$305,835	3,895	+6.7%	Shares	Sole	2021-11-15
2021-06-30	$267,398	3,649	-5.7%	Shares	Sole	2021-08-16
2021-03-31	$292,686	3,871	+283.6%	Shares	Sole	2021-05-10
2020-06-30	$242,331	1,009	+9.1%	Shares	Sole	2020-07-27
2020-03-31	$222,573	925	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.