Zhang Financial LLC

Position in NEE — Nextera Energy Inc

CIK 1776290 PORTAGE, MI

Position in NEE

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

Position Value

$1,091,156

-$52,661 QoQ

Shares Held

12,432

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,554

of 3,000 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Zhang Financial LLC holds $2,962,488 across 7 Utilities - Regulated Electric names. NEE ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	12,432	$1,091,156
2	WEC	Wec Energy Group, Inc.	3,928	$458,672
3	DTE	Dte Energy Co	2,392	$364,469
4	AEP	American Electric Power Co Inc	2,381	$325,744
5	SO	Southern Co	3,350	$320,628
6	DUK	Duke Energy CORP	1,592	$201,515
7	PNW	Pinnacle West Capital Corp	1,872	$200,304

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,091,156	12,432	+1.0%	Shares	Sole	2026-07-30
2026-03-31	$1,143,817	12,315	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$990,815	12,342	0.0%	Shares	Sole	2026-02-10
2025-09-30	$931,697	12,342	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$883,161	12,722	+190.3%	Shares	Sole	2025-08-01
2025-03-31	$310,710	4,383	-0.7%	Shares	Sole	2025-04-15
2024-12-31	$316,367	4,413	-3.3%	Shares	Sole	2025-01-16
2024-09-30	$385,625	4,562	+3.0%	Shares	Sole	2024-10-15
2024-06-30	$313,475	4,427	+2.2%	Shares	Sole	2024-07-19
2024-03-31	$276,730	4,330	+0.5%	Shares	Sole	2024-04-24
2023-12-31	$261,667	4,308	-0.9%	Shares	Sole	2024-01-31
2023-09-30	$249,096	4,348	+0.4%	Shares	Sole	2023-10-11
2023-06-30	$321,360	4,331	+0.3%	Shares	Sole	2023-07-18
2023-03-31	$332,677	4,316	-6.6%	Shares	Sole	2023-05-11
2022-12-31	$386,232	4,620	+6.3%	Shares	Sole	2023-05-17
2022-09-30	$340,691	4,345	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.