Trifecta Capital Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1962615 NORTHBROOK, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$155,352

-$8,488 QoQ

Shares Held

1,770

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,756

of 2,993 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $477,238 across 18 Utilities - Regulated Electric names. NEE ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	1,770	$155,352
2	AEP	American Electric Power Co Inc	1,001	$136,946
3	SO	Southern Co	1,084	$103,749
4	D	Dominion Energy, Inc	1,100	$75,119
5	EXC	Exelon Corp	30	$1,398
6	NGG	National Grid PLC	15	$1,243
7	DUK	Duke Energy CORP	9	$1,139
8	FE	Firstenergy Corp	12	$570

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,352	1,770	+0.3%	Shares	Sole	2026-08-03
2026-03-31	$163,840	1,764	0.0%	Shares	Sole	2026-05-01
2025-12-31	$141,613	1,764	-4.6%	Shares	Sole	2026-01-30
2025-09-30	$139,581	1,849	+6.0%	Shares	Sole	2025-11-03
2025-06-30	$121,137	1,745	+60.8%	Shares	Sole	2025-07-23
2025-03-31	$76,915	1,085	0.0%	Shares	Sole	2025-04-21
2024-12-31	$77,783	1,085	0.0%	Shares	Sole	2025-02-04
2024-09-30	$91,715	1,085	0.0%	Shares	Sole	2024-10-16
2024-06-30	$76,828	1,085	+143.8%	Shares	Sole	2024-08-07
2024-03-31	$28,439	445	-17.3%	Shares	Sole	2024-04-16
2023-12-31	$32,678	538	+0.2%	Shares	Sole	2024-01-25
2023-09-30	$30,764	537	+26.7%	Shares	Sole	2023-11-01
2023-06-30	$31,460	424	0.0%	Shares	Sole	2023-08-14
2023-03-31	$32,681	424	0.0%	Shares	Sole	2023-05-09
2022-12-31	$35,446	424	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.