Frisch Financial Group, Inc.

Position in NEE — Nextera Energy Inc

CIK 1767730 MELVILLE, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$655,027

-$93,307 QoQ

Shares Held

7,463

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,850

of 2,988 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $2,851,079 across 5 Utilities - Regulated Electric names. NEE ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	13,105	$1,449,806
2	NEE	Nextera Energy Inc This page	7,463	$655,027
3	DUK	Duke Energy CORP	2,575	$325,943
4	EXC	Exelon Corp	4,531	$211,235
5	PEG	Public Service Enterprise Group Inc	2,576	$209,068

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$655,027	7,463	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$748,334	8,057	-7.1%	Shares	Sole	2026-05-05
2025-12-31	$696,509	8,676	-2.5%	Shares	Sole	2026-02-06
2025-09-30	$671,861	8,900	+3.3%	Shares	Sole	2025-11-10
2025-06-30	$598,192	8,617	+3.1%	Shares	Sole	2025-08-14
2025-03-31	$592,569	8,359	+7.8%	Shares	Sole	2025-05-14
2024-12-31	$555,812	7,753	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$654,853	7,747	+8.5%	Shares	Sole	2024-11-15
2024-06-30	$505,725	7,142	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$456,061	7,136	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$433,015	7,129	-0.7%	Shares	Sole	2024-02-12
2023-09-30	$411,113	7,176	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$528,526	7,123	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$548,655	7,118	-12.5%	Shares	Sole	2023-05-11
2022-12-31	$679,918	8,133	+3.5%	Shares	Sole	2023-02-13
2022-09-30	$616,145	7,858	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$608,370	7,854	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$664,888	7,849	+3.7%	Shares	Sole	2022-05-10
2021-12-31	$706,641	7,569	+0.0%	Shares	Sole	2022-02-09
2021-09-30	$594,160	7,567	-11.5%	Shares	Sole	2021-11-16
2021-06-30	$626,397	8,548	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$645,936	8,543	+10.4%	Shares	Sole	2021-05-13
2020-12-31	$596,986	7,738	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.