Graves Light Lenhart Wealth, Inc.

Position in NEE — Nextera Energy Inc

CIK 1759803 HARRISONBURG, VA

Position in NEE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$210,121

-$12,233 QoQ

Shares Held

2,394

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,701

of 3,000 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Graves Light Lenhart Wealth, Inc. holds $5,850,063 across 5 Utilities - Regulated Electric names. NEE ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	17,181	$2,174,770
2	D	Dominion Energy, Inc	25,108	$1,714,625
3	AEP	American Electric Power Co Inc	6,870	$939,884
4	SO	Southern Co	8,470	$810,663
5	NEE	Nextera Energy Inc This page	2,394	$210,121

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,121	2,394	0.0%	Shares	Sole	2026-07-07
2026-03-31	$222,354	2,394	+0.2%	Shares	Sole	2026-04-08
2022-06-30	$185,129	2,390	0.0%	Shares	Sole	2022-08-15
2022-03-31	$202,456	2,390	0.0%	Shares	Sole	2022-05-13
2021-12-31	$223,130	2,390	0.0%	Shares	Sole	2022-02-14
2021-09-30	$187,662	2,390	0.0%	Shares	Sole	2021-11-15
2021-06-30	$175,139	2,390	0.0%	Shares	Sole	2021-07-12
2021-03-31	$180,707	2,390	+2.5%	Shares	Sole	2021-04-09
2020-12-31	$179,913	2,332	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.