CWS Financial Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1802459 KALAMAZOO, MI

Position in NEE

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

Position Value

$663,453

-$63,797 QoQ

Shares Held

7,559

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,851

of 3,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $4,976,924 across 6 Utilities - Regulated Electric names. NEE ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,002	$1,722,971
2	ETR	Entergy Corp /De/	8,848	$1,016,281
3	WEC	Wec Energy Group, Inc.	7,054	$823,695
4	NEE	Nextera Energy Inc This page	7,559	$663,453
5	DUK	Duke Energy CORP	3,240	$410,119
6	LNT	Alliant Energy Corp	4,462	$340,405

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,453	7,559	-3.5%	Shares	Sole	2026-07-30
2026-03-31	$727,250	7,830	-1.6%	Shares	Sole	2026-04-27
2025-12-31	$638,707	7,956	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$604,750	8,011	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$555,776	8,006	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$567,190	8,001	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$573,233	7,996	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$675,563	7,992	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$565,630	7,988	-1.0%	Shares	Sole	2024-07-31
2024-03-31	$515,561	8,067	-15.1%	Shares	Sole	2024-05-01
2023-12-31	$577,090	9,501	+0.5%	Shares	Sole	2024-02-08
2023-09-30	$541,505	9,452	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$708,610	9,550	-4.1%	Shares	Sole	2023-08-14
2023-03-31	$767,870	9,962	-19.1%	Shares	Sole	2023-05-09
2022-12-31	$1,029,701	12,317	+26.5%	Shares	Sole	2023-02-10
2022-09-30	$763,713	9,740	+6.3%	Shares	Sole	2022-11-09
2022-06-30	$709,456	9,159	-22.9%	Shares	Sole	2022-08-08
2022-03-31	$1,006,439	11,881	+0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,108,930	11,878	-1.7%	Shares	Sole	2022-02-15
2021-06-30	$885,075	12,078	-1.9%	Shares	Sole	2021-08-06
2021-03-31	$931,288	12,317	-0.3%	Shares	Sole	2021-05-13
2020-12-31	$953,419	12,358	+299.0%	Shares	Sole	2021-02-12
2020-09-30	$859,603	3,097	-2.9%	Shares	Sole	2020-11-10
2020-06-30	$765,902	3,189	0.0%	Shares	Sole	2020-08-11
2020-03-31	$767,337	3,189	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.