Kestra Advisory Services, LLC

Position in NEE — Nextera Energy Inc

CIK 1830819 AUSTIN, TX

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$39,609,898

-$5,982,386 QoQ

Shares Held

451,292

-8.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#267

of 2,993 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. NEE ranks #1 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	451,292	$39,609,898
2	SO	Southern Co	329,023	$31,490,791
3	DUK	Duke Energy CORP	206,360	$26,121,048
4	AEP	American Electric Power Co Inc	130,740	$17,886,539
5	ETR	Entergy Corp /De/	96,851	$11,124,305
6	ED	Consolidated Edison Inc	68,203	$7,545,297
7	D	Dominion Energy, Inc	87,764	$5,993,403
8	PEG	Public Service Enterprise Group Inc	73,110	$5,933,607

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,609,898	451,292	-8.1%	Shares	Sole	2026-07-28
2026-03-31	$45,592,284	490,873	-3.4%	Shares	Sole	2026-04-30
2025-12-31	$40,806,484	508,302	-7.8%	Shares	Sole	2026-02-13
2025-09-30	$41,631,225	551,480	+17.7%	Shares	Sole	2025-11-14
2025-06-30	$32,533,683	468,650	-1.7%	Shares	Sole	2025-08-15
2025-03-31	$33,801,911	476,822	-5.5%	Shares	Sole	2025-05-14
2024-12-31	$36,160,794	504,405	+12.0%	Shares	Sole	2025-02-10
2024-09-30	$38,072,650	450,404	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$32,133,648	453,801	+29.1%	Shares	Sole	2024-08-14
2024-03-31	$22,462,831	351,476	+6.5%	Shares	Sole	2024-05-15
2023-12-31	$20,039,401	329,921	+4.3%	Shares	Sole	2024-02-14
2023-09-30	$18,120,311	316,291	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$24,228,897	326,535	+15.1%	Shares	Sole	2023-08-11
2023-03-31	$21,861,892	283,626	-26.2%	Shares	Sole	2023-05-12
2022-12-31	$32,135,171	384,392	+8.7%	Shares	Sole	2023-01-31
2022-09-30	$27,727,893	353,627	+17.3%	Shares	Sole	2022-11-01
2022-06-30	$23,344,352	301,373	+22.8%	Shares	Sole	2022-08-12
2022-03-31	$20,795,881	245,495	-3.3%	Shares	Sole	2022-07-20
2021-12-31	$23,707,371	253,935	+10.9%	Shares	Sole	2022-07-25
2021-09-30	$17,985,712	229,059	-4.0%	Shares	Sole	2022-07-25
2021-06-30	$17,487,978	238,646	+8.2%	Shares	Sole	2022-07-26
2021-03-31	$16,680,019	220,606	-2.2%	Shares	Sole	2022-07-27
2020-12-31	$17,401,259	225,551	+304.3%	Shares	Sole	2022-07-28
2020-09-30	$15,485,349	55,791	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.