Detalus Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1799677 ST. LOUIS, MO

Position in NEE

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

Position Value

$589,902

-$50,134 QoQ

Shares Held

6,721

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,930

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Detalus Advisors, LLC holds $2,749,586 across 3 Utilities - Regulated Electric names. NEE ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	13,936	$1,333,814
2	AEE	Ameren Corp	7,306	$825,870
3	NEE	Nextera Energy Inc This page	6,721	$589,902

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,902	6,721	-2.5%	Shares	Sole	2026-07-27
2026-03-31	$640,036	6,891	-1.8%	Shares	Sole	2026-04-22
2025-12-31	$563,164	7,015	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$529,260	7,011	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$486,356	7,006	+1.4%	Shares	Sole	2025-07-23
2025-03-31	$489,991	6,912	+3.3%	Shares	Sole	2025-04-28
2024-12-31	$479,892	6,694	-12.6%	Shares	Sole	2025-02-06
2024-09-30	$647,753	7,663	+0.0%	Shares	Sole	2024-10-22
2024-06-30	$542,475	7,661	-0.9%	Shares	Sole	2024-07-26
2024-03-31	$493,896	7,728	-34.0%	Shares	Sole	2024-04-24
2023-12-31	$711,508	11,714	-2.5%	Shares	Sole	2024-01-24
2023-09-30	$688,224	12,013	+0.2%	Shares	Sole	2023-10-26
2023-06-30	$889,435	11,987	+0.2%	Shares	Sole	2023-07-28
2023-03-31	$922,108	11,963	-6.2%	Shares	Sole	2023-05-15
2022-12-31	$1,065,900	12,750	+58.7%	Shares	Sole	2023-02-09
2022-09-30	$629,789	8,032	-1.8%	Shares	Sole	2022-11-04
2022-06-30	$633,777	8,182	+3.0%	Shares	Sole	2022-07-27
2022-03-31	$673,190	7,947	-0.8%	Shares	Sole	2022-04-25
2021-12-31	$747,626	8,008	-31.6%	Shares	Sole	2022-01-18
2021-09-30	$919,940	11,716	+56.9%	Shares	Sole	2021-10-20
2021-06-30	$547,255	7,468	+34.5%	Shares	Sole	2021-07-14
2021-03-31	$419,786	5,552	+4.0%	Shares	Sole	2021-04-15
2020-12-31	$412,058	5,341	+302.8%	Shares	Sole	2021-01-19
2020-09-30	$368,044	1,326	+0.4%	Shares	Sole	2020-11-18
2020-06-30	$317,264	1,321	+0.4%	Shares	Sole	2020-08-13
2020-03-31	$316,655	1,316	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.