ADVOCATE GROUP LLC

Position in NEE — Nextera Energy Inc

CIK 1853401 MINNETONKA, MN

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,694,115

-$298,928 QoQ

Shares Held

53,482

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#817

of 2,988 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $51,908,855 across 7 Utilities - Regulated Electric names. NEE ranks #6 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	127,851	$11,050,161
2	DUK	Duke Energy CORP	78,306	$9,911,973
3	SO	Southern Co	101,592	$9,723,370
4	D	Dominion Energy, Inc	123,422	$8,428,488
5	XEL	Xcel Energy Inc	94,246	$7,567,953
6	NEE	Nextera Energy Inc This page	53,482	$4,694,115
7	CNP	Centerpoint Energy Inc	12,098	$532,795

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,694,115	53,482	-0.5%	Shares	Sole	2026-07-17
2026-03-31	$4,993,043	53,758	-0.9%	Shares	Sole	2026-04-13
2025-12-31	$4,352,701	54,219	-3.8%	Shares	Sole	2026-01-20
2025-09-30	$4,254,389	56,357	-0.5%	Shares	Sole	2025-10-20
2025-06-30	$3,931,393	56,632	+1.9%	Shares	Sole	2025-07-25
2025-03-31	$3,940,633	55,588	-0.7%	Shares	Sole	2025-04-22
2024-12-31	$4,014,783	56,002	-1.9%	Shares	Sole	2025-01-21
2024-09-30	$4,823,281	57,060	+1.2%	Shares	Sole	2024-10-09
2024-06-30	$3,992,126	56,378	+7.1%	Shares	Sole	2024-07-10
2024-03-31	$3,363,263	52,625	+58.8%	Shares	Sole	2024-04-25
2023-12-31	$2,012,923	33,140	+82.8%	Shares	Sole	2024-01-19
2023-09-30	$1,038,724	18,131	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.