Elm Partners Management LLC

Position in NEE — Nextera Energy Inc

CIK 1743941 Philadelphia, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$302,016

-$15,447 QoQ

Shares Held

3,441

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,403

of 2,988 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Elm Partners Management LLC holds $2,392,938 across 3 Utilities - Regulated Electric names. NEE ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,463	$1,197,826
2	D	Dominion Energy, Inc	13,078	$893,096
3	NEE	Nextera Energy Inc This page	3,441	$302,016

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,016	3,441	+0.7%	Shares	Sole	2026-07-28
2026-03-31	$317,463	3,418	+16.5%	Shares	Sole	2026-05-13
2025-12-31	$235,461	2,933	+6.5%	Shares	Sole	2026-02-10
2025-09-30	$207,899	2,754	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.