HOEY INVESTMENTS, INC

Position in NEE — Nextera Energy Inc

CIK 1799544 COATESVILLE, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$91,982

-$6,749 QoQ

Shares Held

1,048

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,794

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

HOEY INVESTMENTS, INC holds $235,297 across 7 Utilities - Regulated Electric names. NEE ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	1,048	$91,982
2	WEC	Wec Energy Group, Inc.	423	$49,393
3	EIX	Edison International	586	$43,627
4	DUK	Duke Energy CORP	300	$37,974
5	AEP	American Electric Power Co Inc	60	$8,208
6	PPL	PPL Corp	100	$3,635
7	SO	Southern Co	5	$478

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$91,982	1,048	-1.4%	Shares	Sole	2026-07-27
2026-03-31	$98,731	1,063	-8.0%	Shares	Sole	2026-04-29
2025-12-31	$92,723	1,155	0.0%	Shares	Sole	2026-01-28
2025-09-30	$87,190	1,155	-11.8%	Shares	Sole	2025-11-13
2025-06-30	$90,940	1,310	-2.5%	Shares	Sole	2025-07-14
2025-03-31	$95,276	1,344	-33.5%	Shares	Sole	2025-04-16
2024-12-31	$144,813	2,020	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$172,525	2,041	0.0%	Shares	Sole	2024-10-28
2024-06-30	$144,523	2,041	-10.4%	Shares	Sole	2024-07-31
2024-03-31	$145,586	2,278	-30.9%	Shares	Sole	2024-05-10
2023-12-31	$200,199	3,296	-17.2%	Shares	Sole	2024-02-13
2023-09-30	$228,071	3,981	-12.0%	Shares	Sole	2024-04-22
2023-06-30	$335,829	4,526	-45.6%	Shares	Sole	2024-04-22
2023-03-31	$641,845	8,327	+18.4%	Shares	Sole	2024-04-22
2022-12-31	$588,126	7,035	-12.3%	Shares	Sole	2023-02-14
2022-09-30	$628,769	8,019	+2300.9%	Shares	Sole	2022-11-14
2022-06-30	$25,871	334	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.