Cape Investment Advisory, Inc.

Position in NEE — Nextera Energy Inc

CIK 1944437 MCDONOUGH, GA

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$411,728

-$18,398 QoQ

Shares Held

4,691

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,214

of 2,997 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $6,370,298 across 23 Utilities - Regulated Electric names. NEE ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	25,514	$2,441,943
2	DUK	Duke Energy CORP	8,559	$1,083,397
3	NGG	National Grid PLC	8,296	$687,489
4	NEE	Nextera Energy Inc This page	4,691	$411,728
5	AEP	American Electric Power Co Inc	1,868	$255,560
6	WEC	Wec Energy Group, Inc.	1,914	$223,496
7	ETR	Entergy Corp /De/	1,687	$193,768
8	EIX	Edison International	2,430	$180,912

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,728	4,691	+1.3%	Shares	Defined	2026-07-23
2026-03-31	$430,126	4,631	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$362,543	4,516	+7964.3%	Shares	Sole	2026-02-17
2025-09-30	$4,226	56	-98.7%	Shares	Sole	2025-12-29
2025-06-30	$306,489	4,415	+0.6%	Shares	Sole	2025-08-19
2025-03-31	$311,065	4,388	-6.9%	Shares	Sole	2025-05-16
2024-12-31	$337,803	4,712	+2.5%	Shares	Sole	2025-02-05
2024-09-30	$388,499	4,596	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$324,238	4,579	+0.4%	Shares	Sole	2024-08-15
2024-03-31	$291,365	4,559	+0.3%	Shares	Defined	2024-06-21
2023-12-31	$276,002	4,544	+0.6%	Shares	Sole	2024-02-12
2023-09-30	$258,664	4,515	+0.4%	Shares	Defined	2023-11-07
2023-06-30	$333,603	4,496	+0.4%	Shares	Sole	2023-10-12
2023-03-31	$345,241	4,479	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.