Stokes Capital Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1734460 GREENWOOD, SC

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,431,047

-$783,445 QoQ

Shares Held

84,665

-4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#671

of 3,000 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stokes Capital Advisors, LLC holds $8,660,417 across 4 Utilities - Regulated Electric names. NEE ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	84,665	$7,431,047
2	SO	Southern Co	7,183	$687,484
3	WEC	Wec Energy Group, Inc.	2,684	$313,410
4	DUK	Duke Energy CORP	1,805	$228,476

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,431,047	84,665	-4.3%	Shares	Sole	2026-07-22
2026-03-31	$8,214,492	88,442	-9.2%	Shares	Defined	2026-04-24
2025-12-31	$7,817,425	97,377	-5.3%	Shares	Sole	2026-01-12
2025-09-30	$7,758,560	102,776	+0.9%	Shares	Sole	2025-10-09
2025-06-30	$7,074,175	101,904	+21.4%	Shares	Sole	2025-07-09
2025-03-31	$5,948,167	83,907	+6.6%	Shares	Sole	2025-04-11
2024-12-31	$5,643,795	78,725	-1.1%	Shares	Sole	2025-01-16
2024-09-30	$6,728,418	79,598	-1.0%	Shares	Sole	2024-10-07
2024-06-30	$5,692,486	80,391	+2.1%	Shares	Sole	2024-07-19
2024-03-31	$5,031,250	78,724	+20.7%	Shares	Sole	2024-04-16
2023-12-31	$3,961,584	65,222	+29.6%	Shares	Sole	2024-01-16
2023-09-30	$2,883,806	50,337	+3.8%	Shares	Sole	2023-10-11
2023-06-30	$3,599,813	48,515	+3.8%	Shares	Sole	2023-07-12
2023-03-31	$3,602,102	46,732	-1.2%	Shares	Sole	2023-04-12
2022-12-31	$3,953,193	47,287	-8.5%	Shares	Sole	2023-01-18
2022-09-30	$4,053,248	51,693	-0.9%	Shares	Sole	2022-10-12
2022-06-30	$4,041,552	52,176	-1.2%	Shares	Sole	2022-07-13
2022-03-31	$4,471,417	52,785	+2.0%	Shares	Sole	2022-05-10
2021-12-31	$4,830,539	51,741	-2.7%	Shares	Sole	2022-01-31
2021-09-30	$4,175,615	53,179	+1.2%	Shares	Sole	2021-10-20
2021-06-30	$3,851,963	52,565	+24.4%	Shares	Sole	2021-07-14
2021-03-31	$3,195,051	42,257	+296.8%	Shares	Sole	2021-04-19
2020-12-31	$821,647	10,650	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.