TRANSCEND CAPITAL ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1776082 MADISON, NJ

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,626,956

+$91,425 QoQ

Shares Held

29,930

+9.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,049

of 3,000 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. NEE ranks #1 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	29,930	$2,626,956
2	PEG	Public Service Enterprise Group Inc	29,601	$2,402,417
3	SO	Southern Co	18,246	$1,746,324
4	PCG	PG&E Corp	96,842	$1,628,882
5	EIX	Edison International	20,803	$1,548,783
6	AEP	American Electric Power Co Inc	9,647	$1,319,806
7	ES	Eversource Energy	13,214	$954,975
8	ED	Consolidated Edison Inc	7,944	$878,844

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,626,956	29,930	+9.6%	Shares	Sole	2026-08-04
2026-03-31	$2,535,531	27,299	+9.7%	Shares	Sole	2026-05-13
2025-12-31	$1,998,169	24,890	-10.4%	Shares	Sole	2026-01-23
2025-09-30	$2,096,659	27,774	-1.8%	Shares	Sole	2025-11-04
2025-06-30	$1,964,308	28,296	-33.4%	Shares	Sole	2025-08-01
2025-03-31	$3,012,470	42,495	+7.0%	Shares	Sole	2025-04-24
2024-12-31	$2,847,598	39,721	-7.5%	Shares	Sole	2025-02-03
2024-09-30	$3,630,986	42,955	-10.0%	Shares	Sole	2024-10-15
2024-06-30	$3,381,106	47,749	+14.1%	Shares	Sole	2024-07-02
2024-03-31	$2,673,866	41,838	+9.1%	Shares	Sole	2024-05-03
2023-12-31	$2,328,953	38,343	+6.4%	Shares	Sole	2024-02-05
2023-09-30	$2,065,419	36,052	-11.1%	Shares	Sole	2023-10-31
2023-06-30	$3,008,439	40,545	-0.7%	Shares	Sole	2023-07-13
2023-03-31	$3,148,409	40,846	+3.4%	Shares	Sole	2023-04-12
2022-12-31	$3,303,203	39,512	-3.2%	Shares	Sole	2023-01-20
2022-09-30	$3,200,225	40,814	+5.7%	Shares	Sole	2022-10-17
2022-06-30	$2,990,962	38,613	+0.2%	Shares	Sole	2022-07-12
2022-03-31	$3,265,570	38,550	-22.5%	Shares	Sole	2022-04-20
2021-12-31	$4,645,220	49,756	-2.7%	Shares	Sole	2022-01-20
2021-09-30	$4,015,355	51,138	+45.8%	Shares	Sole	2021-11-04
2021-03-31	$2,651,491	35,068	-1.6%	Shares	Sole	2021-05-12
2020-12-31	$2,749,703	35,641	+358.5%	Shares	Sole	2021-02-12
2020-09-30	$2,157,473	7,773	-10.7%	Shares	Defined	2020-11-13
2020-03-31	$2,093,394	8,700	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.