Widmann Financial Services, Inc.

Position in NEE — Nextera Energy Inc

CIK 1906640 BOWIE, MD

Position in NEE

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

Position Value

$221,004

-$12,867 QoQ

Shares Held

2,518

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,657

of 3,000 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $3,436,078 across 5 Utilities - Regulated Electric names. NEE ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,249	$1,423,898
2	SO	Southern Co	12,641	$1,209,870
3	AEP	American Electric Power Co Inc	2,771	$379,100
4	NEE	Nextera Energy Inc This page	2,518	$221,004
5	D	Dominion Energy, Inc	2,961	$202,206

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,004	2,518	0.0%	Shares	Sole	2026-08-14
2026-03-31	$233,871	2,518	0.0%	Shares	Sole	2026-05-15
2025-12-31	$202,145	2,518	-10.7%	Shares	Sole	2026-02-18
2025-09-30	$212,806	2,819	+17.5%	Shares	Sole	2025-11-14
2024-09-30	$202,872	2,400	0.0%	Shares	Sole	2024-11-14
2024-06-30	$169,944	2,400	0.0%	Shares	Sole	2024-08-14
2022-12-31	$200,640	2,400	0.0%	Shares	Sole	2023-02-06
2022-03-31	$203,304	2,400	0.0%	Shares	Sole	2022-05-04
2021-12-31	$224,064	2,400	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.