Prudent Man Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1817174 NAPERVILLE, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$966,523

+$48,312 QoQ

Shares Held

11,012

+11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,634

of 3,000 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Prudent Man Advisors, LLC holds $3,297,356 across 3 Utilities - Regulated Electric names. NEE ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	17,719	$1,531,453
2	NEE	Nextera Energy Inc This page	11,012	$966,523
3	AEP	American Electric Power Co Inc	5,843	$799,380

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$966,523	11,012	+11.4%	Shares	Sole	2026-08-05
2026-03-31	$918,211	9,886	+18.5%	Shares	Sole	2026-05-08
2025-12-31	$670,016	8,346	-61.5%	Shares	Sole	2026-02-11
2025-09-30	$1,636,321	21,676	-24.2%	Shares	Sole	2025-11-13
2025-06-30	$1,986,453	28,615	+17.4%	Shares	Sole	2025-07-31
2025-03-31	$1,728,369	24,381	+4.4%	Shares	Sole	2025-05-01
2024-12-31	$1,673,961	23,350	-6.3%	Shares	Sole	2025-02-05
2024-09-30	$2,107,248	24,929	+2.1%	Shares	Sole	2024-11-07
2024-06-30	$1,728,755	24,414	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$1,497,666	23,434	-2.8%	Shares	Sole	2024-05-14
2023-12-31	$1,463,894	24,101	+17.4%	Shares	Sole	2024-02-13
2023-09-30	$1,175,991	20,527	-0.9%	Shares	Sole	2023-11-09
2023-06-30	$1,537,424	20,720	-1.2%	Shares	Sole	2023-08-10
2023-03-31	$1,615,982	20,965	-1.4%	Shares	Sole	2023-05-05
2022-12-31	$1,778,339	21,272	+12.0%	Shares	Sole	2023-02-13
2022-09-30	$1,489,790	19,000	+1.2%	Shares	Sole	2022-11-09
2022-06-30	$1,454,853	18,782	-1.2%	Shares	Sole	2022-08-05
2022-03-31	$1,610,082	19,007	-3.0%	Shares	Sole	2022-05-09
2021-12-31	$1,829,295	19,594	-8.7%	Shares	Sole	2022-02-10
2021-09-30	$1,685,824	21,470	-0.5%	Shares	Sole	2021-11-10
2021-06-30	$1,581,089	21,576	+1.9%	Shares	Sole	2021-08-03
2021-03-31	$1,601,041	21,175	+3.7%	Shares	Sole	2021-05-14
2020-12-31	$1,575,248	20,418	+295.1%	Shares	Sole	2021-02-11
2020-09-30	$1,434,430	5,168	-11.5%	Shares	Sole	2020-11-16
2020-06-30	$1,401,872	5,837	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.