Annis Gardner Whiting Capital Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1998414 TAMPA, FL

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Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$637,034

-$11,732 QoQ

Shares Held

7,258

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,873

of 2,993 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names. NEE ranks #1 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	7,258	$637,034
2	DUK	Duke Energy CORP	4,924	$623,279
3	AEP	American Electric Power Co Inc	4,516	$617,833
4	SO	Southern Co	4,495	$430,216
5	D	Dominion Energy, Inc	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

All Filings in NEE

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,034	7,258	+3.9%	Shares	Sole	2026-08-10
2026-03-31	$648,766	6,985	-14.8%	Shares	Sole	2026-05-06
2025-12-31	$657,894	8,195	+97.8%	Shares	Sole	2026-02-09
2025-09-30	$312,755	4,143	+10.9%	Shares	Sole	2025-11-03
2025-06-30	$259,422	3,737	-4.1%	Shares	Sole	2025-08-11
2025-03-31	$276,329	3,898	+1.5%	Shares	Sole	2025-05-09
2024-12-31	$275,361	3,841	-1.8%	Shares	Sole	2025-02-12
2024-09-30	$330,512	3,910	-17.5%	Shares	Sole	2024-11-14
2024-06-30	$335,639	4,740	-2.8%	Shares	Sole	2024-08-12
2024-03-31	$311,816	4,879	+27.3%	Shares	Sole	2024-05-13
2023-12-31	$232,877	3,834	+31.2%	Shares	Sole	2024-02-09
2023-09-30	$167,401	2,922	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.