Compound Planning, Inc.

Position in NEE — Nextera Energy Inc

CIK 1978879 NEW YORK, NY

Position in NEE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$7,941,053

+$1,121,670 QoQ

Shares Held

85,498

+0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Compound Planning, Inc. holds $26,185,295 across 27 Utilities - Regulated Electric names. NEE ranks #1 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	85,498	$7,941,053
2	DUK	Duke Energy CORP	21,420	$2,804,733
3	SO	Southern Co	23,390	$2,257,602
4	ETR	Entergy Corp /De/	16,395	$1,842,141
5	AEP	American Electric Power Co Inc	10,786	$1,413,828
6	NGG	National Grid PLC	14,947	$1,264,516
7	LNT	Alliant Energy Corp	10,953	$785,987
8	D	Dominion Energy, Inc	11,521	$712,228

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,941,053	85,498	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$6,819,383	84,945	+122.6%	Shares	Sole	2026-02-19
2025-09-30	$2,881,302	38,168	+15.5%	Shares	Sole	2025-11-10
2025-06-30	$2,294,886	33,058	-3.0%	Shares	Sole	2025-08-14
2025-03-31	$2,415,080	34,068	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$2,428,642	33,877	-45.8%	Shares	Sole	2025-01-17
2024-09-30	$5,278,983	62,451	+158.2%	Shares	Sole	2024-10-08
2024-06-30	$1,712,469	24,184	+22.3%	Shares	Sole	2024-07-26
2024-03-31	$1,263,948	19,777	+89.2%	Shares	Sole	2024-05-07
2023-12-31	$634,915	10,453	+56.0%	Shares	Sole	2024-02-08
2023-09-30	$383,900	6,701	+27.7%	Shares	Sole	2023-11-09
2023-06-30	$389,253	5,246	+33.8%	Shares	Sole	2023-08-03
2023-03-31	$302,307	3,922	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.