REGATTA CAPITAL GROUP, LLC

Position in NEE — Nextera Energy Inc

CIK 1911488 EL SEGUNDO, CA

Position in NEE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$295,960

-$17,138 QoQ

Shares Held

3,372

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,428

of 3,000 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $519,626 across 2 Utilities - Regulated Electric names. NEE ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	3,372	$295,960
2	DUK	Duke Energy CORP	1,767	$223,666

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,960	3,372	+0.0%	Shares	Sole	2026-08-12
2026-03-31	$313,098	3,371	+6.1%	Shares	Sole	2026-04-15
2025-12-31	$254,969	3,176	0.0%	Shares	Sole	2026-01-13
2025-09-30	$239,756	3,176	-0.8%	Shares	Sole	2025-10-17
2025-06-30	$222,352	3,203	+0.2%	Shares	Sole	2025-07-15
2025-03-31	$226,706	3,198	+0.0%	Shares	Sole	2025-04-14
2024-12-31	$229,192	3,197	-1.8%	Shares	Sole	2025-01-21
2024-09-30	$275,314	3,257	+1.9%	Shares	Sole	2024-10-15
2024-06-30	$226,379	3,197	0.0%	Shares	Sole	2024-08-02
2024-03-31	$204,320	3,197	+5.8%	Shares	Sole	2024-04-23
2023-06-30	$224,232	3,022	-2.1%	Shares	Sole	2023-07-13
2023-03-31	$238,023	3,088	0.0%	Shares	Sole	2023-05-01
2022-12-31	$258,156	3,088	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$241,502	3,080	0.0%	Shares	Sole	2022-11-14
2022-06-30	$238,576	3,080	-0.8%	Shares	Sole	2022-08-09
2022-03-31	$262,939	3,104	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$289,696	3,103	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.