GUARDIAN WEALTH ADVISORS, LLC / NC

Position in NEE — Nextera Energy Inc

CIK 1901403 RALEIGH, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,042,883

-$20,500 QoQ

Shares Held

11,882

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,583

of 2,993 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,871,774 across 5 Utilities - Regulated Electric names. NEE ranks #3 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,606	$1,215,927
2	SO	Southern Co	12,319	$1,179,051
3	NEE	Nextera Energy Inc This page	11,882	$1,042,883
4	AEP	American Electric Power Co Inc	1,613	$220,674
5	EXC	Exelon Corp	4,574	$213,239

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,883	11,882	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$1,063,383	11,449	-4.3%	Shares	Sole	2026-05-15
2025-12-31	$960,871	11,969	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$896,292	11,873	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$832,623	11,994	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$844,016	11,906	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$845,798	11,798	+11.4%	Shares	Sole	2025-02-14
2024-09-30	$894,919	10,587	-3.6%	Shares	Sole	2024-11-14
2024-06-30	$777,422	10,979	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$689,077	10,782	+9.1%	Shares	Sole	2024-05-15
2023-12-31	$600,171	9,881	+6.5%	Shares	Sole	2024-02-14
2023-09-30	$531,479	9,277	+8.9%	Shares	Sole	2023-11-14
2023-06-30	$632,184	8,520	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$683,622	8,869	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$764,689	9,147	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$735,015	9,374	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$753,685	9,730	+77.5%	Shares	Sole	2022-08-15
2022-03-31	$464,464	5,483	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$492,007	5,270	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.