Cyndeo Wealth Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1950947 ST. PETERSBURG, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,927,767

-$504,128 QoQ

Shares Held

135,898

+1.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#521

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $46,905,295 across 6 Utilities - Regulated Electric names. NEE ranks #1 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	135,898	$11,927,767
2	AEP	American Electric Power Co Inc	86,134	$11,783,992
3	DTE	Dte Energy Co	73,387	$11,181,977
4	DUK	Duke Energy CORP	86,700	$10,974,486
5	SO	Southern Co	8,254	$789,990
6	XEL	Xcel Energy Inc	3,077	$247,083

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,927,767	135,898	+1.5%	Shares	Sole	2026-07-21
2026-03-31	$12,431,895	133,849	+10.1%	Shares	Sole	2026-04-13
2025-12-31	$9,760,522	121,581	+2.2%	Shares	Sole	2026-01-07
2025-09-30	$8,979,686	118,952	-0.0%	Shares	Sole	2025-10-10
2025-06-30	$8,259,383	118,977	+2.6%	Shares	Sole	2025-07-24
2025-03-31	$8,222,743	115,993	-3.2%	Shares	Sole	2025-04-17
2024-12-31	$8,593,336	119,868	+8.3%	Shares	Sole	2025-01-21
2024-09-30	$9,355,949	110,682	+8.5%	Shares	Sole	2024-10-18
2024-06-30	$7,224,107	102,021	+8.9%	Shares	Sole	2024-07-30
2024-03-31	$5,987,344	93,684	+14.2%	Shares	Sole	2024-04-17
2023-12-31	$4,983,231	82,042	+2.5%	Shares	Sole	2024-01-12
2023-09-30	$4,587,095	80,068	-5.3%	Shares	Sole	2023-10-10
2023-06-30	$6,271,977	84,528	+34.0%	Shares	Sole	2023-07-27
2023-03-31	$4,863,439	63,096	+5.1%	Shares	Sole	2023-04-25
2022-12-31	$5,016,836	60,010	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.