Walkner Condon Financial Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1817494 MADISON, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$212,578

-$16,092 QoQ

Shares Held

2,422

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,687

of 2,999 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Walkner Condon Financial Advisors LLC holds $1,130,337 across 4 Utilities - Regulated Electric names. NEE ranks #4 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	3,185	$371,912
2	SO	Southern Co	3,208	$307,037
3	D	Dominion Energy, Inc	3,497	$238,810
4	NEE	Nextera Energy Inc This page	2,422	$212,578

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,578	2,422	-1.6%	Shares	Sole	2026-07-27
2026-03-31	$228,670	2,462	-20.9%	Shares	Sole	2026-04-28
2025-12-31	$249,751	3,111	+5.1%	Shares	Sole	2026-01-21
2025-09-30	$223,450	2,960	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.