Lantz Financial LLC

Position in NEE — Nextera Energy Inc

CIK 1766883 NAPERVILLE, IL

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,292,325

-$105,426 QoQ

Shares Held

14,724

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,458

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Lantz Financial LLC holds $13,145,695 across 10 Utilities - Regulated Electric names. NEE ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	33,998	$3,253,948
2	WEC	Wec Energy Group, Inc.	26,829	$3,132,822
3	ETR	Entergy Corp /De/	20,920	$2,402,871
4	NEE	Nextera Energy Inc This page	14,724	$1,292,325
5	DUK	Duke Energy CORP	7,442	$942,008
6	NGG	National Grid PLC	6,896	$571,471
7	FE	Firstenergy Corp	11,132	$529,215
8	EXC	Exelon Corp	10,057	$468,857

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,292,325	14,724	-2.2%	Shares	Sole	2026-07-09
2026-03-31	$1,397,751	15,049	+6.0%	Shares	Sole	2026-04-09
2025-12-31	$1,140,216	14,203	+1.6%	Shares	Sole	2026-01-14
2025-09-30	$1,054,821	13,973	+2.2%	Shares	Sole	2025-11-06
2025-06-30	$949,526	13,678	-0.0%	Shares	Sole	2025-07-11
2025-03-31	$969,916	13,682	+0.9%	Shares	Sole	2025-04-08
2024-12-31	$971,829	13,556	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$1,149,354	13,597	+4.2%	Shares	Sole	2024-10-15
2024-06-30	$923,858	13,047	+16.0%	Shares	Sole	2024-08-07
2024-03-31	$719,115	11,252	+11.2%	Shares	Sole	2024-04-10
2023-12-31	$614,385	10,115	+11.7%	Shares	Sole	2024-01-12
2023-09-30	$518,589	9,052	+4.9%	Shares	Sole	2023-10-20
2023-06-30	$640,123	8,627	+7.1%	Shares	Sole	2023-07-12
2023-03-31	$621,110	8,058	0.0%	Shares	Sole	2023-04-10
2022-12-31	$673,648	8,058	+16.4%	Shares	Sole	2023-01-23
2022-09-30	$542,832	6,923	-1.4%	Shares	Sole	2022-10-17
2022-06-30	$543,614	7,018	0.0%	Shares	Sole	2022-07-29
2022-03-31	$594,494	7,018	0.0%	Shares	Sole	2022-05-05
2021-12-31	$655,200	7,018	+0.4%	Shares	Sole	2022-01-19
2021-09-30	$548,776	6,989	-1.2%	Shares	Sole	2021-10-14
2021-06-30	$518,382	7,074	+2.1%	Shares	Sole	2021-07-16
2021-03-31	$523,977	6,930	+0.3%	Shares	Sole	2021-04-19
2020-12-31	$533,106	6,910	+320.6%	Shares	Sole	2021-01-19
2020-09-30	$456,031	1,643	+10.5%	Shares	Sole	2020-10-09
2020-06-30	$357,132	1,487	+0.1%	Shares	Sole	2020-07-22
2020-03-31	$357,561	1,486	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.