Key Client Fiduciary Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1912612 Fairfield, NJ

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,043,497

-$33,539 QoQ

Shares Held

11,889

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,587

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $4,286,489 across 4 Utilities - Regulated Electric names. NEE ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	26,446	$2,146,357
2	NEE	Nextera Energy Inc This page	11,889	$1,043,497
3	ED	Consolidated Edison Inc	6,318	$698,960
4	SO	Southern Co	4,155	$397,675

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,043,497	11,889	+2.5%	Shares	Sole	2026-07-09
2026-03-31	$1,077,036	11,596	+1.8%	Shares	Sole	2026-04-09
2025-12-31	$914,148	11,387	+2.1%	Shares	Sole	2026-01-28
2025-09-30	$842,317	11,158	+6.8%	Shares	Sole	2025-10-14
2025-06-30	$725,369	10,449	+3.7%	Shares	Sole	2025-07-09
2025-03-31	$714,358	10,077	+0.6%	Shares	Sole	2025-04-10
2024-12-31	$718,405	10,021	-3.8%	Shares	Sole	2025-01-17
2024-09-30	$880,464	10,416	-1.6%	Shares	Sole	2024-10-18
2024-06-30	$749,665	10,587	+8.9%	Shares	Sole	2024-07-16
2024-03-31	$621,141	9,719	+11.5%	Shares	Sole	2024-04-15
2023-12-31	$529,227	8,713	-7.7%	Shares	Sole	2024-01-09
2023-09-30	$541,046	9,444	+5.1%	Shares	Sole	2023-11-14
2023-06-30	$666,612	8,984	+6.4%	Shares	Sole	2023-07-13
2023-03-31	$650,863	8,444	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$703,828	8,419	+123.4%	Shares	Sole	2023-01-17
2022-09-30	$295,448	3,768	-3.1%	Shares	Sole	2022-10-12
2022-06-30	$301,241	3,889	-0.2%	Shares	Sole	2022-07-19
2022-03-31	$330,030	3,896	-1.5%	Shares	Sole	2022-04-18
2021-12-31	$369,425	3,957	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.