Avantra Family Wealth, Inc.

Position in NEE — Nextera Energy Inc

CIK 1774744 MECHANICSBURG, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$629,837

-$36,669 QoQ

Shares Held

7,176

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,884

of 3,000 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names. NEE ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	4,470	$681,093
2	D	Dominion Energy, Inc	9,578	$654,081
3	NEE	Nextera Energy Inc This page	7,176	$629,837
4	EVRG	Evergy, Inc.	7,094	$613,134
5	AEP	American Electric Power Co Inc	2,996	$409,882

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,837	7,176	0.0%	Shares	Sole	2026-07-29
2026-03-31	$666,506	7,176	0.0%	Shares	Sole	2026-04-22
2025-12-31	$576,089	7,176	0.0%	Shares	Sole	2026-01-21
2025-09-30	$541,716	7,176	0.0%	Shares	Sole	2025-10-28
2025-06-30	$498,157	7,176	0.0%	Shares	Sole	2025-07-23
2025-03-31	$508,706	7,176	0.0%	Shares	Sole	2025-04-22
2024-12-31	$514,447	7,176	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.