Compound Planning, Inc.

Position in NEE — Nextera Energy Inc

CIK 1978879 NEW YORK, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,453,464

-$1,487,589 QoQ

Shares Held

73,527

-14.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#719

of 3,015 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. NEE ranks #1 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	73,527	$6,453,464
2	DUK	Duke Energy CORP	22,987	$2,909,693
3	SO	Southern Co	23,995	$2,296,561
4	ETR	Entergy Corp /De/	16,691	$1,917,128
5	AEP	American Electric Power Co Inc	11,245	$1,538,427
6	NGG	National Grid PLC	15,019	$1,244,623
7	D	Dominion Energy, Inc	14,575	$995,326
8	LNT	Alliant Energy Corp	11,769	$897,856

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,453,464	73,527	-14.0%	Shares	Other	2026-08-04
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.