Castellan Group

Position in NEE — Nextera Energy Inc

CIK 1832521 LOUISVILLE, KY

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,584,929

-$439,414 QoQ

Shares Held

52,238

-3.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.15%

of 13F equity value

Holder Rank

#825

of 3,000 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Castellan Group holds $14,524,161 across 3 Utilities - Regulated Electric names. NEE ranks #3 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	68,216	$5,078,681
2	WEC	Wec Energy Group, Inc.	41,625	$4,860,551
3	NEE	Nextera Energy Inc This page	52,238	$4,584,929

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,584,929	52,238	-3.4%	Shares	Sole	2026-07-23
2026-03-31	$5,024,343	54,095	+4.2%	Shares	Sole	2026-04-23
2025-12-31	$4,168,458	51,924	+7.8%	Shares	Sole	2026-01-23
2025-09-30	$3,637,561	48,186	+2.9%	Shares	Sole	2025-10-23
2025-06-30	$3,249,272	46,806	+7.4%	Shares	Sole	2025-08-12
2025-03-31	$3,090,520	43,596	+59.7%	Shares	Sole	2025-05-08
2021-09-30	$2,143,596	27,300	0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,000,544	27,300	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.