Fiduciary Alliance LLC

Position in NEE — Nextera Energy Inc

CIK 1954805 GREENVILLE, SC

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$12,959,591

+$46,114 QoQ

Shares Held

147,654

+6.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#496

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fiduciary Alliance LLC holds $23,867,235 across 11 Utilities - Regulated Electric names. NEE ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	147,654	$12,959,591
2	DUK	Duke Energy CORP	27,451	$3,474,747
3	SO	Southern Co	25,060	$2,398,492
4	WEC	Wec Energy Group, Inc.	13,550	$1,582,233
5	AEP	American Electric Power Co Inc	5,057	$691,848
6	EXC	Exelon Corp	13,303	$620,185
7	XEL	Xcel Energy Inc	6,902	$554,230
8	D	Dominion Energy, Inc	6,881	$469,903

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,959,591	147,654	+6.2%	Shares	Sole	2026-07-20
2026-03-31	$12,913,477	139,034	+0.9%	Shares	Sole	2026-04-20
2025-12-31	$11,065,152	137,832	+8.0%	Shares	Sole	2026-01-22
2025-09-30	$9,630,334	127,571	+7.3%	Shares	Sole	2025-10-08
2025-06-30	$8,255,634	118,923	-1.4%	Shares	Sole	2025-07-09
2025-03-31	$8,551,602	120,632	+7.1%	Shares	Sole	2025-04-09
2024-12-31	$8,077,240	112,669	+8.7%	Shares	Sole	2025-01-13
2024-09-30	$8,759,843	103,630	+8.4%	Shares	Sole	2024-10-11
2024-06-30	$6,767,594	95,574	+4.2%	Shares	Sole	2024-07-10
2024-03-31	$5,862,080	91,724	-12.1%	Shares	Sole	2024-04-17
2023-12-31	$6,337,550	104,339	-9.5%	Shares	Sole	2024-01-17
2023-09-30	$6,603,703	115,268	+1.2%	Shares	Sole	2023-10-18
2023-06-30	$8,447,595	113,849	+6.5%	Shares	Sole	2023-07-18
2023-03-31	$8,238,310	106,880	+2.8%	Shares	Sole	2023-04-18
2022-12-31	$8,692,142	103,973	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.