Brendel Financial Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1768065 HANOVER, NH

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,771,879

-$304,384 QoQ

Shares Held

54,368

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.56%

of 13F equity value

Holder Rank

#811

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Brendel Financial Advisors LLC holds $5,957,039 across 4 Utilities - Regulated Electric names. NEE ranks #1 (80.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	54,368	$4,771,879
2	OGE	Oge Energy Corp.	12,000	$583,920
3	AEP	American Electric Power Co Inc	2,226	$304,539
4	SO	Southern Co	3,100	$296,701

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,771,879	54,368	-0.5%	Shares	Sole	2026-07-31
2026-03-31	$5,076,263	54,654	-8.3%	Shares	Sole	2026-04-15
2025-12-31	$4,786,534	59,623	+4.4%	Shares	Sole	2026-01-26
2025-09-30	$4,312,517	57,127	+4.0%	Shares	Sole	2025-10-20
2025-06-30	$3,811,852	54,910	+0.9%	Shares	Sole	2025-07-11
2025-03-31	$3,858,613	54,431	+6.0%	Shares	Sole	2025-04-22
2024-12-31	$3,681,353	51,351	-2.8%	Shares	Sole	2025-01-14
2024-09-30	$4,463,691	52,806	-0.7%	Shares	Sole	2024-10-09
2024-06-30	$3,764,401	53,162	+589.4%	Shares	Sole	2024-07-15
2024-03-31	$492,810	7,711	0.0%	Shares	Sole	2024-04-30
2023-12-31	$468,366	7,711	0.0%	Shares	Sole	2024-02-01
2023-09-30	$441,763	7,711	-0.6%	Shares	Sole	2023-10-12
2023-06-30	$575,569	7,757	-84.4%	Shares	Sole	2023-07-21
2023-03-31	$3,824,478	49,617	+94.4%	Shares	Sole	2023-04-06
2022-12-31	$2,134,224	25,529	+1.2%	Shares	Sole	2023-01-20
2022-09-30	$1,977,892	25,225	+227.6%	Shares	Sole	2022-10-11
2022-06-30	$596,442	7,700	-76.5%	Shares	Sole	2022-07-26
2022-03-31	$2,778,233	32,797	+325.9%	Shares	Sole	2022-05-10
2021-12-31	$718,872	7,700	0.0%	Shares	Sole	2022-02-10
2021-09-30	$604,604	7,700	0.0%	Shares	Sole	2021-10-26
2021-06-30	$564,256	7,700	-34.2%	Shares	Sole	2021-07-21
2021-03-31	$884,637	11,700	0.0%	Shares	Sole	2021-04-14
2020-12-31	$902,655	11,700	+244.1%	Shares	Sole	2021-02-12
2020-09-30	$943,704	3,400	0.0%	Shares	Sole	2020-11-04
2020-06-30	$816,578	3,400	-0.3%	Shares	Sole	2020-07-30
2020-03-31	$820,273	3,409	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.