Cladis Investment Advisory, LLC

Position in NEE — Nextera Energy Inc

CIK 1911520 BILLINGS, MT

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,150,365

-$32,315 QoQ

Shares Held

24,500

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,156

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cladis Investment Advisory, LLC holds $3,487,278 across 4 Utilities - Regulated Electric names. NEE ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	24,500	$2,150,365
2	SO	Southern Co	5,160	$493,863
3	AEP	American Electric Power Co Inc	3,158	$432,045
4	DUK	Duke Energy CORP	3,247	$411,005

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,150,365	24,500	+4.3%	Shares	Sole	2026-08-13
2026-03-31	$2,182,680	23,500	-4.4%	Shares	Sole	2026-05-15
2025-12-31	$1,973,523	24,583	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,855,770	24,583	-3.9%	Shares	Sole	2025-11-13
2025-06-30	$1,775,971	25,583	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,813,578	25,583	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$1,813,757	25,300	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,138,609	25,300	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,791,493	25,300	0.0%	Shares	Sole	2024-10-09
2024-03-31	$1,616,923	25,300	0.0%	Shares	Sole	2024-10-09
2023-12-31	$1,536,722	25,300	0.0%	Shares	Sole	2024-10-09
2023-09-30	$1,449,437	25,300	0.0%	Shares	Sole	2024-10-09
2023-06-30	$1,877,260	25,300	0.0%	Shares	Sole	2024-10-09
2023-03-31	$1,950,124	25,300	0.0%	Shares	Sole	2024-10-09
2022-12-31	$2,115,080	25,300	0.0%	Shares	Sole	2024-10-09
2022-09-30	$1,983,773	25,300	0.0%	Shares	Sole	2024-10-09
2022-06-30	$1,959,738	25,300	0.0%	Shares	Sole	2024-10-09
2022-03-31	$2,143,163	25,300	+4.1%	Shares	Sole	2024-10-09
2021-12-31	$2,268,648	24,300	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.