Marshall Financial Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1841496 Hunt Valley, MD

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$652,482

-$117,214 QoQ

Shares Held

7,434

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,863

of 3,000 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marshall Financial Group, LLC holds $8,894,311 across 6 Utilities - Regulated Electric names. NEE ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	30,873	$3,415,479
2	SO	Southern Co	34,327	$3,285,437
3	NEE	Nextera Energy Inc This page	7,434	$652,482
4	PNW	Pinnacle West Capital Corp	5,996	$641,572
5	DUK	Duke Energy CORP	4,234	$535,939
6	EXC	Exelon Corp	7,795	$363,402

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,482	7,434	-10.3%	Shares	Sole	2026-07-20
2026-03-31	$769,696	8,287	-15.9%	Shares	Sole	2026-04-13
2025-12-31	$791,239	9,856	-7.1%	Shares	Sole	2026-01-09
2025-09-30	$800,948	10,610	-5.0%	Shares	Sole	2025-10-08
2025-06-30	$775,213	11,167	-2.9%	Shares	Sole	2025-07-10
2025-03-31	$815,164	11,499	-2.0%	Shares	Sole	2025-04-16
2024-12-31	$840,852	11,729	+3.7%	Shares	Sole	2025-01-21
2024-09-30	$956,034	11,310	+309.8%	Shares	Sole	2024-10-16
2023-06-30	$204,792	2,760	0.0%	Shares	Sole	2023-07-17
2023-03-31	$212,740	2,760	0.0%	Shares	Sole	2023-04-18
2022-12-31	$230,736	2,760	-6.8%	Shares	Sole	2023-02-01
2022-09-30	$232,172	2,961	0.0%	Shares	Sole	2022-10-12
2022-06-30	$229,359	2,961	+1.0%	Shares	Sole	2022-07-25
2022-03-31	$248,454	2,933	+0.2%	Shares	Sole	2022-05-10
2021-12-31	$273,264	2,927	+0.8%	Shares	Sole	2022-01-27
2021-09-30	$228,022	2,904	0.0%	Shares	Sole	2021-10-28
2021-06-30	$212,805	2,904	0.0%	Shares	Sole	2021-07-14
2021-03-31	$219,571	2,904	+5.2%	Shares	Sole	2021-04-20
2020-12-31	$212,934	2,760	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.