Journey Advisory Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1840085 COVINGTON, KY

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,987,318

-$347,376 QoQ

Shares Held

68,216

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#740

of 2,997 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Journey Advisory Group, LLC holds $11,795,249 across 6 Utilities - Regulated Electric names. NEE ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	68,216	$5,987,318
2	WEC	Wec Energy Group, Inc.	30,447	$3,555,296
3	SO	Southern Co	9,105	$871,439
4	DUK	Duke Energy CORP	6,643	$840,870
5	AEP	American Electric Power Co Inc	2,244	$307,001
6	CMS	Cms Energy Corp	3,050	$233,325

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,987,318	68,216	+0.0%	Shares	Sole	2026-08-04
2026-03-31	$6,334,694	68,203	-2.9%	Shares	Sole	2026-05-05
2025-12-31	$5,637,261	70,220	-5.2%	Shares	Sole	2026-01-27
2025-09-30	$5,589,732	74,046	+3.6%	Shares	Sole	2025-11-10
2025-06-30	$4,962,072	71,479	-5.6%	Shares	Sole	2025-07-30
2025-03-31	$5,368,145	75,725	-1.6%	Shares	Sole	2025-05-13
2024-12-31	$5,515,756	76,939	0.0%	Shares	Sole	2025-02-04
2024-09-30	$6,503,653	76,939	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$5,467,806	77,218	+2.0%	Shares	Sole	2024-08-02
2024-03-31	$4,840,415	75,738	-0.0%	Shares	Sole	2024-05-09
2023-12-31	$4,602,452	75,773	-3.8%	Shares	Sole	2024-02-14
2023-09-30	$4,514,795	78,806	-7.2%	Shares	Sole	2023-11-15
2023-06-30	$6,297,947	84,878	-1.3%	Shares	Sole	2023-08-09
2023-03-31	$6,629,496	86,008	+0.5%	Shares	Sole	2023-05-04
2022-12-31	$7,157,414	85,615	+0.7%	Shares	Sole	2023-02-07
2022-09-30	$6,669,162	85,055	+8.1%	Shares	Sole	2022-11-09
2022-06-30	$6,096,721	78,708	+11.9%	Shares	Sole	2022-08-02
2022-03-31	$5,958,924	70,345	+16.0%	Shares	Sole	2022-05-13
2021-12-31	$5,662,284	60,650	+6.2%	Shares	Sole	2022-02-11
2021-09-30	$4,484,826	57,117	+1.9%	Shares	Sole	2021-11-12
2021-06-30	$4,108,663	56,068	+3.0%	Shares	Sole	2021-08-13
2021-03-31	$4,114,771	54,421	+3.1%	Shares	Sole	2021-05-11
2020-12-31	$4,072,671	52,789	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.