Ethos Financial Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1954242 KING OF PRUSSIA, PA

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,119,309

-$724,290 QoQ

Shares Held

46,933

-10.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#867

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

Ethos Financial Group, LLC holds $21,779,705 across 18 Utilities - Regulated Electric names. NEE ranks #1 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	46,933	$4,119,309
2	D	Dominion Energy, Inc	31,620	$2,159,329
3	SO	Southern Co	32,323	$1,922,801
4	ED	Consolidated Edison Inc	16,289	$1,802,052
5	AEP	American Electric Power Co Inc	12,046	$1,648,013
6	DUK	Duke Energy CORP	11,427	$1,446,429
7	POR	Portland General Electric Co /Or/	27,815	$1,441,651
8	PPL	PPL Corp	38,730	$1,407,835

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,119,309	46,933	-10.0%	Shares	Sole	2026-08-07
2026-03-31	$4,843,599	52,149	+4.6%	Shares	Sole	2026-05-05
2025-12-31	$4,001,797	49,848	-1.3%	Shares	Sole	2026-01-20
2025-09-30	$3,813,452	50,516	+2.6%	Shares	Sole	2025-10-23
2025-06-30	$3,418,935	49,250	-9.3%	Shares	Sole	2025-08-06
2025-03-31	$3,847,271	54,271	+555.5%	Shares	Sole	2025-05-13
2024-12-31	$593,521	8,279	-3.9%	Shares	Sole	2025-02-06
2024-09-30	$727,887	8,611	-13.3%	Shares	Sole	2024-11-07
2024-06-30	$703,426	9,934	-7.1%	Shares	Sole	2024-08-12
2024-03-31	$683,581	10,696	-3.2%	Shares	Sole	2024-05-08
2023-12-31	$671,298	11,052	+3.5%	Shares	Sole	2024-02-07
2023-09-30	$611,513	10,674	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$799,430	10,774	0.0%	Shares	Sole	2023-07-19
2023-03-31	$830,459	10,774	+3.7%	Shares	Sole	2023-04-20
2022-12-31	$868,938	10,394	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.