Trinity Financial Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1809574 COLUMBUS, OH

Position in NEE

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$280,864

-$16,352 QoQ

Shares Held

3,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,457

of 3,000 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trinity Financial Advisors LLC holds $806,599 across 2 Utilities - Regulated Electric names. NEE ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	5,493	$525,735
2	NEE	Nextera Energy Inc This page	3,200	$280,864

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,864	3,200	0.0%	Shares	Sole	2026-07-06
2026-03-31	$297,216	3,200	0.0%	Shares	Sole	2026-04-07
2025-12-31	$256,896	3,200	-16.6%	Shares	Sole	2026-01-13
2025-09-30	$289,655	3,837	+19.9%	Shares	Sole	2025-10-07
2025-06-30	$222,144	3,200	0.0%	Shares	Sole	2025-07-03
2025-03-31	$226,848	3,200	-0.1%	Shares	Sole	2025-05-19
2024-12-31	$229,694	3,204	0.0%	Shares	Sole	2025-01-10
2024-09-30	$270,834	3,204	-1.5%	Shares	Sole	2024-10-03
2024-06-30	$230,274	3,252	0.0%	Shares	Sole	2024-07-11
2024-03-31	$207,835	3,252	-3.0%	Shares	Sole	2024-04-17
2023-06-30	$248,644	3,351	+3.0%	Shares	Sole	2023-07-21
2023-03-31	$250,664	3,252	0.0%	Shares	Sole	2023-04-10
2022-12-31	$271,867	3,252	0.0%	Shares	Sole	2023-01-23
2022-09-30	$254,989	3,252	0.0%	Shares	Sole	2022-10-25
2022-03-31	$275,476	3,252	0.0%	Shares	Sole	2022-04-27
2021-12-31	$303,606	3,252	0.0%	Shares	Sole	2022-01-18
2021-09-30	$255,347	3,252	0.0%	Shares	Sole	2021-10-21
2021-06-30	$238,306	3,252	0.0%	Shares	Sole	2021-10-20
2021-03-31	$245,883	3,252	+1.6%	Shares	Sole	2021-10-20
2020-12-31	$246,880	3,200	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.