Sara-Bay Financial

Position in NEE — Nextera Energy Inc

CIK 1816444 SARASOTA, FL

Position in NEE

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

Position Value

$557,251

+$27,278 QoQ

Shares Held

6,349

+11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,980

of 3,000 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sara-Bay Financial holds $2,008,804 across 3 Utilities - Regulated Electric names. NEE ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	12,405	$1,006,789
2	NEE	Nextera Energy Inc This page	6,349	$557,251
3	SO	Southern Co	4,647	$444,764

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,251	6,349	+11.3%	Shares	Sole	2026-07-17
2026-03-31	$529,973	5,706	+4.2%	Shares	Sole	2026-04-17
2025-12-31	$439,613	5,476	-2.2%	Shares	Sole	2026-01-20
2025-09-30	$422,819	5,601	-0.4%	Shares	Sole	2025-10-10
2025-06-30	$390,487	5,625	-5.9%	Shares	Sole	2025-07-15
2025-03-31	$423,567	5,975	-0.4%	Shares	Sole	2025-04-11
2024-12-31	$430,068	5,999	-0.4%	Shares	Sole	2025-01-15
2024-09-30	$509,039	6,022	-38.5%	Shares	Sole	2024-10-07
2024-06-30	$693,867	9,799	+55.9%	Shares	Sole	2024-07-19
2024-03-31	$401,738	6,286	-1.7%	Shares	Sole	2024-04-16
2023-12-31	$388,553	6,397	+0.1%	Shares	Sole	2024-01-12
2023-09-30	$366,254	6,393	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$474,212	6,391	-1.5%	Shares	Sole	2023-07-14
2023-03-31	$500,326	6,491	-9.8%	Shares	Sole	2023-04-14
2022-12-31	$601,418	7,194	-5.6%	Shares	Sole	2023-01-11
2022-09-30	$597,719	7,623	-2.7%	Shares	Sole	2022-10-18
2022-06-30	$607,054	7,837	-0.5%	Shares	Sole	2022-08-26
2022-03-31	$667,514	7,880	-2.2%	Shares	Sole	2022-04-12
2021-12-31	$752,481	8,060	-4.0%	Shares	Sole	2022-01-14
2021-09-30	$659,018	8,393	-0.9%	Shares	Sole	2021-10-08
2021-06-30	$620,681	8,470	-0.9%	Shares	Sole	2021-07-16
2021-03-31	$646,087	8,545	-19.7%	Shares	Sole	2021-04-14
2020-12-31	$821,261	10,645	+244.9%	Shares	Sole	2021-01-15
2020-09-30	$856,550	3,086	-1.3%	Shares	Sole	2020-10-07
2020-06-30	$750,771	3,126	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.