FIDELIS CAPITAL PARTNERS, LLC

Position in NEE — Nextera Energy Inc

CIK 1962755 TAMPA, FL

Position in NEE

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

Position Value

$2,102,354

+$148,345 QoQ

Shares Held

23,953

+13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,163

of 2,997 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $9,913,210 across 15 Utilities - Regulated Electric names. NEE ranks #1 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	23,953	$2,102,354
2	SO	Southern Co	20,203	$1,933,629
3	DUK	Duke Energy CORP	9,078	$1,149,093
4	XEL	Xcel Energy Inc	8,793	$706,077
5	D	Dominion Energy, Inc	10,328	$705,299
6	ETR	Entergy Corp /De/	5,248	$602,785
7	EXC	Exelon Corp	11,869	$553,332
8	WEC	Wec Energy Group, Inc.	2,949	$344,354

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,102,354	23,953	+13.9%	Shares	Sole	2026-08-13
2026-03-31	$1,954,009	21,038	+6.5%	Shares	Sole	2026-05-06
2025-12-31	$1,586,011	19,756	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$1,488,360	19,716	+5.8%	Shares	Sole	2025-11-03
2025-06-30	$1,293,988	18,640	+6.2%	Shares	Sole	2025-08-07
2025-03-31	$1,243,694	17,544	-0.0%	Shares	Sole	2025-05-01
2024-12-31	$1,257,944	17,547	+6.1%	Shares	Sole	2025-02-06
2024-09-30	$1,398,295	16,542	-1.2%	Shares	Sole	2024-10-25
2024-06-30	$1,185,784	16,746	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$1,065,827	16,677	-4.8%	Shares	Sole	2024-05-06
2023-12-31	$1,064,529	17,526	+32.1%	Shares	Sole	2024-01-31
2023-09-30	$760,238	13,270	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$991,163	13,358	+2.6%	Shares	Sole	2023-08-10
2023-03-31	$1,003,504	13,019	+424.7%	Shares	Sole	2023-05-09
2022-12-31	$207,411	2,481	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.