HFR Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1877822 NISKAYUNA, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,447,577

-$773,573 QoQ

Shares Held

130,427

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#532

of 2,988 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HFR Wealth Management, LLC holds $35,073,854 across 3 Utilities - Regulated Electric names. NEE ranks #3 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	93,901	$11,885,988
2	WEC	Wec Energy Group, Inc.	100,542	$11,740,289
3	NEE	Nextera Energy Inc This page	130,427	$11,447,577

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,447,577	130,427	-0.9%	Shares	Sole	2026-08-07
2026-03-31	$12,221,150	131,580	-1.6%	Shares	Sole	2026-05-04
2025-12-31	$10,739,055	133,770	+0.9%	Shares	Sole	2026-02-11
2025-09-30	$10,010,124	132,602	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$9,085,064	130,871	+1.7%	Shares	Sole	2025-08-12
2025-03-31	$9,120,778	128,661	+0.8%	Shares	Sole	2025-05-13
2024-12-31	$9,150,511	127,640	+1.4%	Shares	Sole	2025-02-06
2024-09-30	$10,637,339	125,841	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$8,788,016	124,107	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$7,863,742	123,044	+2.3%	Shares	Sole	2024-05-13
2023-12-31	$7,305,928	120,282	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$6,783,078	118,399	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$8,768,214	118,170	+0.3%	Shares	Sole	2023-08-07
2023-03-31	$9,083,878	117,850	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$9,799,842	117,223	+0.3%	Shares	Sole	2023-02-13
2022-09-30	$9,166,285	116,902	-1.4%	Shares	Sole	2022-11-07
2022-06-30	$9,186,988	118,603	+1.5%	Shares	Sole	2022-08-11
2022-03-31	$9,896,754	116,831	+1.0%	Shares	Sole	2022-05-10
2021-12-31	$10,802,405	115,707	+1.9%	Shares	Sole	2022-02-07
2021-09-30	$8,918,537	113,583	+3.1%	Shares	Sole	2021-11-10
2021-06-30	$8,073,770	110,177	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.