LifeSteps Financial, Inc.

Position in NEE — Nextera Energy Inc

CIK 1801373 CLAREMONT, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$815,646

-$67,735 QoQ

Shares Held

9,293

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,720

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $1,483,606 across 15 Utilities - Regulated Electric names. NEE ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	9,293	$815,646
2	EIX	Edison International	1,887	$140,487
3	DUK	Duke Energy CORP	1,100	$139,238
4	ED	Consolidated Edison Inc	1,000	$110,630
5	PNW	Pinnacle West Capital Corp	1,001	$107,107
6	D	Dominion Energy, Inc	1,364	$93,147
7	XEL	Xcel Energy Inc	274	$22,002
8	DTE	Dte Energy Co	82	$12,494

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,646	9,293	-2.3%	Shares	Sole	2026-07-17
2026-03-31	$883,381	9,511	-0.2%	Shares	Sole	2026-04-22
2025-12-31	$765,148	9,531	0.0%	Shares	Sole	2026-01-28
2025-09-30	$719,495	9,531	-0.7%	Shares	Sole	2025-10-16
2025-06-30	$666,154	9,596	+1.9%	Shares	Sole	2025-07-23
2025-03-31	$667,500	9,416	-0.9%	Shares	Sole	2025-04-23
2024-12-31	$681,198	9,502	0.0%	Shares	Sole	2025-02-03
2024-09-30	$803,204	9,502	0.0%	Shares	Sole	2024-10-16
2024-06-30	$672,836	9,502	-0.8%	Shares	Sole	2024-07-17
2024-03-31	$612,066	9,577	-0.6%	Shares	Sole	2024-04-26
2023-12-31	$585,351	9,637	0.0%	Shares	Sole	2024-01-19
2023-09-30	$552,103	9,637	0.0%	Shares	Sole	2023-10-25
2023-06-30	$715,065	9,637	-0.6%	Shares	Sole	2023-07-14
2023-03-31	$747,444	9,697	+2.2%	Shares	Sole	2023-04-12
2022-12-31	$793,113	9,487	-0.8%	Shares	Sole	2023-01-18
2022-09-30	$749,991	9,565	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$740,827	9,564	-3.0%	Shares	Sole	2022-07-13
2022-03-31	$835,579	9,864	0.0%	Shares	Sole	2022-04-12
2021-12-31	$920,903	9,864	-0.7%	Shares	Sole	2022-01-26
2021-09-30	$779,625	9,929	0.0%	Shares	Sole	2021-10-06
2021-06-30	$727,597	9,929	-13.7%	Shares	Sole	2021-07-09
2021-03-31	$869,439	11,499	0.0%	Shares	Sole	2021-04-20
2020-12-31	$887,147	11,499	+294.5%	Shares	Sole	2021-01-25
2020-09-30	$809,087	2,915	-2.0%	Shares	Sole	2020-10-21
2020-06-30	$714,505	2,975	0.0%	Shares	Sole	2020-08-05
2020-03-31	$715,844	2,975	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.