Cornerstone Planning, LLC

Position in NEE — Nextera Energy Inc

CIK 1802105 CHARLOTTE, NC

Position in NEE

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

Position Value

$1,591,708

-$79,110 QoQ

Shares Held

18,135

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,351

of 2,999 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning, LLC holds $6,717,597 across 5 Utilities - Regulated Electric names. NEE ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	18,807	$2,380,590
2	NEE	Nextera Energy Inc This page	18,135	$1,591,708
3	D	Dominion Energy, Inc	17,280	$1,180,051
4	SO	Southern Co	11,645	$1,114,542
5	ED	Consolidated Edison Inc	4,074	$450,706

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,591,708	18,135	+0.8%	Shares	Sole	2026-07-30
2026-03-31	$1,670,818	17,989	+54.3%	Shares	Sole	2026-05-11
2025-12-31	$935,743	11,656	+8.0%	Shares	Sole	2026-03-17
2024-12-31	$773,535	10,790	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.