Kestra Investment Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1962449 AUSTIN, TX

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$980,478

-$30,706 QoQ

Shares Held

11,171

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,624

of 3,000 holders

Holding Since

Sep 2024

8 quarters on record

Utilities · as of Jun 30, 2026

Kestra Investment Management, LLC holds $2,294,523 across 6 Utilities - Regulated Electric names. NEE ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	11,171	$980,478
2	EIX	Edison International	4,056	$301,969
3	XEL	Xcel Energy Inc	3,639	$292,211
4	DUK	Duke Energy CORP	2,288	$289,615
5	AEP	American Electric Power Co Inc	1,603	$219,306
6	SO	Southern Co	2,204	$210,944

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$980,478	11,171	+2.6%	Shares	Sole	2026-08-05
2026-03-31	$1,011,184	10,887	+8.6%	Shares	Sole	2026-05-11
2025-12-31	$804,807	10,025	+5.8%	Shares	Sole	2026-02-09
2025-09-30	$715,267	9,475	-21.8%	Shares	Sole	2025-11-17
2025-06-30	$841,231	12,118	0.0%	Shares	Sole	2025-08-15
2025-03-31	$859,045	12,118	+49.6%	Shares	Sole	2025-05-16
2024-12-31	$580,545	8,098	-0.9%	Shares	Sole	2025-01-31
2024-09-30	$690,441	8,168	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.