Sound Financial Strategies Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1800620 MADISON, MS

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$390,400

-$15,857 QoQ

Shares Held

4,448

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#2,255

of 3,000 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,247,525 across 4 Utilities - Regulated Electric names. NEE ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	4,448	$390,400
2	ES	Eversource Energy	4,177	$301,871
3	ED	Consolidated Edison Inc	2,665	$294,828
4	SO	Southern Co	2,721	$260,426

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,400	4,448	+1.7%	Shares	Sole	2026-08-10
2026-03-31	$406,257	4,374	-50.4%	Shares	Sole	2026-05-08
2025-12-31	$708,631	8,827	-10.5%	Shares	Sole	2026-02-03
2025-09-30	$744,406	9,861	-7.6%	Shares	Sole	2025-10-23
2025-06-30	$740,850	10,672	+3.1%	Shares	Sole	2025-08-06
2025-03-31	$733,569	10,348	-9.8%	Shares	Sole	2025-05-09
2024-12-31	$822,212	11,469	+45.1%	Shares	Sole	2025-02-06
2024-09-30	$668,294	7,906	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$540,067	7,627	-41.9%	Shares	Sole	2024-08-12
2022-12-31	$1,097,333	13,126	-30.8%	Shares	Sole	2023-01-30
2022-03-31	$1,606,440	18,964	+147.5%	Shares	Sole	2022-05-05
2021-03-31	$579,323	7,662	-3.2%	Shares	Sole	2021-05-07
2020-12-31	$610,796	7,917	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.