Affinity Capital Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1810023 BERKELEY, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$325,977

-$25,666 QoQ

Shares Held

3,714

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,363

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

Affinity Capital Advisors, LLC holds $1,977,616 across 6 Utilities - Regulated Electric names. NEE ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	5,050	$558,681
2	AEP	American Electric Power Co Inc	2,521	$344,898
3	NEE	Nextera Energy Inc This page	3,714	$325,977
4	DUK	Duke Energy CORP	1,991	$252,020
5	ETR	Entergy Corp /De/	2,163	$248,442
6	EXC	Exelon Corp	5,311	$247,598

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,977	3,714	-1.9%	Shares	Sole	2026-07-08
2026-03-31	$351,643	3,786	-5.9%	Shares	Sole	2026-04-13
2025-12-31	$323,046	4,024	+24.9%	Shares	Sole	2026-01-09
2025-09-30	$243,304	3,223	0.0%	Shares	Sole	2025-10-09
2025-06-30	$223,740	3,223	0.0%	Shares	Sole	2025-07-09
2025-03-31	$228,478	3,223	0.0%	Shares	Sole	2025-04-17
2024-12-31	$231,056	3,223	0.0%	Shares	Sole	2025-01-14
2024-09-30	$272,440	3,223	0.0%	Shares	Sole	2024-10-07
2024-06-30	$228,220	3,223	0.0%	Shares	Sole	2024-08-14
2024-03-31	$205,981	3,223	-6.3%	Shares	Sole	2024-04-12
2023-12-31	$208,945	3,440	-3.3%	Shares	Sole	2024-01-11
2023-09-30	$203,837	3,558	+5.1%	Shares	Sole	2023-10-11
2023-06-30	$251,092	3,384	+2.1%	Shares	Sole	2023-07-14
2023-03-31	$255,597	3,316	0.0%	Shares	Sole	2023-04-11
2022-12-31	$277,217	3,316	0.0%	Shares	Sole	2023-01-19
2022-09-30	$260,007	3,316	0.0%	Shares	Sole	2022-10-12
2022-06-30	$256,857	3,316	-1.9%	Shares	Sole	2022-07-11
2022-03-31	$286,319	3,380	+1.9%	Shares	Sole	2022-04-19
2021-12-31	$309,581	3,316	0.0%	Shares	Sole	2022-01-31
2021-09-30	$260,372	3,316	-2.2%	Shares	Sole	2021-10-28
2021-06-30	$248,345	3,389	+2.2%	Shares	Sole	2021-08-13
2021-03-31	$250,722	3,316	0.0%	Shares	Sole	2021-04-19
2020-12-31	$255,829	3,316	+300.0%	Shares	Sole	2021-01-27
2020-09-30	$230,097	829	-1.8%	Shares	Sole	2020-11-13
2020-03-31	$203,083	844	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.