Foster Victor Wealth Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1769063 GREENVILLE, SC

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$10,587,256

-$113,913 QoQ

Shares Held

120,625

+4.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#554

of 2,988 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $46,203,291 across 5 Utilities - Regulated Electric names. NEE ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	108,870	$14,894,504
2	NEE	Nextera Energy Inc This page	120,625	$10,587,256
3	SO	Southern Co	105,818	$10,127,840
4	PPL	PPL Corp	264,020	$9,597,127
5	DUK	Duke Energy CORP	7,873	$996,564

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,587,256	120,625	+4.7%	Shares	Sole	2026-07-22
2026-03-31	$10,701,169	115,215	+3.2%	Shares	Sole	2026-04-20
2025-12-31	$8,963,663	111,655	+2.3%	Shares	Sole	2026-01-26
2025-09-30	$8,237,015	109,114	+10.6%	Shares	Sole	2025-10-10
2025-06-30	$6,850,573	98,683	+5.5%	Shares	Sole	2025-07-15
2025-03-31	$6,629,916	93,524	+14.4%	Shares	Sole	2025-04-17
2024-12-31	$5,859,008	81,727	+8.0%	Shares	Sole	2025-01-23
2024-09-30	$6,393,933	75,641	+3.9%	Shares	Sole	2024-10-15
2024-06-30	$5,153,056	72,773	+2355.2%	Shares	Sole	2024-07-18
2023-03-31	$228,465	2,964	+22.8%	Shares	Sole	2023-04-20
2022-12-31	$201,810	2,414	-16.9%	Shares	Sole	2023-01-27
2022-03-31	$245,997	2,904	+0.2%	Shares	Sole	2022-04-14
2021-12-31	$270,463	2,897	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.