SWAN Capital LLC

Position in NEE — Nextera Energy Inc

CIK 1952722 PENSACOLA, FL

Position in NEE

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

Position Value

$15,710

-$265 QoQ

Shares Held

179

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,920

of 3,000 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SWAN Capital LLC holds $1,867,173 across 6 Utilities - Regulated Electric names. NEE ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,332	$1,754,555
2	D	Dominion Energy, Inc	922	$62,963
3	DUK	Duke Energy CORP	148	$18,733
4	NEE	Nextera Energy Inc This page	179	$15,710
5	ETR	Entergy Corp /De/	115	$13,208
6	EXC	Exelon Corp	43	$2,004

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,710	179	+4.1%	Shares	Sole	2026-08-13
2026-03-31	$15,975	172	+6.8%	Shares	Sole	2026-05-14
2025-12-31	$12,925	161	+1050.0%	Shares	Sole	2026-02-12
2025-09-30	$1,056	14	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.