Legend Financial Advisors, Inc.

Position in NEE — Nextera Energy Inc

CIK 1781948 PITTSBURGH, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$224,340

-$68,139 QoQ

Shares Held

2,556

-18.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,634

of 2,988 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Legend Financial Advisors, Inc. holds $532,260 across 2 Utilities - Regulated Electric names. NEE ranks #2 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PPL	PPL Corp	8,471	$307,920
2	NEE	Nextera Energy Inc This page	2,556	$224,340

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,340	2,556	-18.8%	Shares	Sole	2026-07-20
2026-03-31	$292,479	3,149	0.0%	Shares	Sole	2026-04-24
2025-12-31	$252,801	3,149	0.0%	Shares	Sole	2026-01-23
2025-09-30	$237,718	3,149	0.0%	Shares	Sole	2025-11-04
2025-06-30	$218,603	3,149	0.0%	Shares	Sole	2025-07-16
2025-03-31	$223,232	3,149	-8.7%	Shares	Sole	2025-05-14
2024-12-31	$247,258	3,449	-11.5%	Shares	Sole	2025-01-07
2024-09-30	$329,413	3,897	-5.9%	Shares	Sole	2024-10-18
2024-06-30	$293,224	4,141	-0.6%	Shares	Sole	2024-07-26
2024-03-31	$266,249	4,166	+2.5%	Shares	Sole	2024-04-17
2023-12-31	$246,968	4,066	+1.2%	Shares	Sole	2024-01-31
2023-09-30	$230,076	4,016	-3.6%	Shares	Sole	2023-11-13
2023-06-30	$309,116	4,166	0.0%	Shares	Sole	2023-08-09
2023-03-31	$321,115	4,166	-6.2%	Shares	Sole	2023-04-26
2022-12-31	$371,183	4,440	+5.3%	Shares	Sole	2023-01-30
2022-09-30	$330,498	4,215	0.0%	Shares	Sole	2022-11-18
2022-06-30	$326,493	4,215	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.