Values First Advisors, Inc.

Position in NEE — Nextera Energy Inc

CIK 1913608 JOHNSON CITY, TN

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$492,389

-$20,773 QoQ

Shares Held

5,610

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,075

of 3,000 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Values First Advisors, Inc. holds $1,383,495 across 3 Utilities - Regulated Electric names. NEE ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	5,610	$492,389
2	SO	Southern Co	5,115	$489,556
3	ETR	Entergy Corp /De/	3,496	$401,550

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,389	5,610	+1.5%	Shares	Sole	2026-08-04
2026-03-31	$513,162	5,525	+23.5%	Shares	Sole	2026-04-17
2025-12-31	$359,253	4,475	—	Shares	Sole	2026-01-30
2023-03-31	$16	0	-100.0%	Shares	Sole	2023-05-15
2022-03-31	$219,060	2,586	+3.1%	Shares	Sole	2022-05-03
2021-12-31	$234,146	2,508	—	Shares	Sole	2022-03-10
No filing history on record for this holder in this stock.