Cerro Pacific Wealth Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1842669 San Luis Obispo, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$654,500

-$67,827 QoQ

Shares Held

7,457

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,859

of 3,000 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $3,381,902 across 5 Utilities - Regulated Electric names. NEE ranks #4 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,083	$965,043
2	PEG	Public Service Enterprise Group Inc	9,087	$737,500
3	WEC	Wec Energy Group, Inc.	6,085	$710,545
4	NEE	Nextera Energy Inc This page	7,457	$654,500
5	LNT	Alliant Energy Corp	4,120	$314,314

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,500	7,457	-4.1%	Shares	Sole	2026-07-15
2026-03-31	$722,327	7,777	-9.2%	Shares	Sole	2026-04-13
2025-12-31	$687,919	8,569	-8.1%	Shares	Sole	2026-02-02
2025-09-30	$703,944	9,325	-5.5%	Shares	Sole	2025-10-28
2025-06-30	$684,758	9,864	-7.0%	Shares	Sole	2025-07-25
2025-03-31	$751,859	10,606	-2.5%	Shares	Sole	2025-04-08
2024-12-31	$780,130	10,882	-1.2%	Shares	Sole	2025-01-17
2024-09-30	$931,267	11,017	0.0%	Shares	Sole	2024-10-09
2024-06-30	$780,113	11,017	+24.2%	Shares	Sole	2024-08-09
2023-03-31	$683,930	8,873	-4.3%	Shares	Sole	2023-05-10
2022-12-31	$775,473	9,276	+0.1%	Shares	Other	2023-01-19
2022-09-30	$726,703	9,268	-10.9%	Shares	Other	2022-10-12
2022-06-30	$805,816	10,403	-11.8%	Shares	Other	2022-07-18
2022-03-31	$999,239	11,796	+0.2%	Shares	Other	2022-04-13
2021-12-31	$1,099,594	11,778	-7.8%	Shares	Other	2022-01-19
2021-09-30	$1,003,564	12,781	-28.3%	Shares	Other	2021-11-09
2021-06-30	$1,305,849	17,820	-35.1%	Shares	Other	2021-08-16
2020-12-31	$2,118,847	27,464	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.