Sandbox Financial Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1844892 BETHESDA, MD

Position in NEE

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,418,834

+$215,437 QoQ

Shares Held

15,276

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Sandbox Financial Partners, LLC holds $2,442,200 across 4 Utilities - Regulated Electric names. NEE ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	15,276	$1,418,834
2	AEP	American Electric Power Co Inc	3,091	$405,168
3	DUK	Duke Energy CORP	3,074	$402,509
4	D	Dominion Energy, Inc	3,489	$215,689

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,418,834	15,276	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$1,203,397	14,990	-1.3%	Shares	Sole	2026-01-07
2025-09-30	$1,147,070	15,195	+6.5%	Shares	Sole	2025-10-17
2025-06-30	$989,998	14,261	-1.5%	Shares	Sole	2025-07-09
2025-03-31	$1,026,203	14,476	-2.7%	Shares	Sole	2025-04-11
2024-12-31	$1,066,317	14,874	-5.6%	Shares	Sole	2025-01-15
2024-09-30	$1,331,347	15,750	+7.6%	Shares	Sole	2024-10-07
2024-06-30	$1,036,304	14,635	+3.3%	Shares	Sole	2024-07-15
2024-03-31	$905,476	14,168	-3.9%	Shares	Sole	2024-04-15
2023-12-31	$895,915	14,750	-28.2%	Shares	Sole	2024-01-18
2023-09-30	$1,176,736	20,540	-5.5%	Shares	Sole	2023-10-10
2023-06-30	$1,611,995	21,725	-15.4%	Shares	Sole	2023-07-14
2023-03-31	$1,979,029	25,675	+2.1%	Shares	Sole	2023-04-21
2022-12-31	$2,103,041	25,156	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$1,970,992	25,137	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$1,973,990	25,484	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$2,156,631	25,459	-2.0%	Shares	Sole	2022-04-13
2021-12-31	$2,425,026	25,975	+44.8%	Shares	Sole	2022-02-11
2021-09-30	$1,408,334	17,936	+6.7%	Shares	Sole	2021-11-12
2021-06-30	$1,231,763	16,809	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$1,274,104	16,851	+14.3%	Shares	Sole	2021-05-07
2020-12-31	$1,137,576	14,745	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.