Lakeshore Financial Planning, Inc.
Position in NEE — Nextera Energy Inc
CIK 2000571
St. Clair Shores, MI
Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$356,521
+$109,275 QoQ
Shares Held
4,062
+52.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,315
of 3,000 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $2,303,816 across 4 Utilities - Regulated Electric names. NEE ranks #3 (15.5% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,521 | 4,062 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $247,246 | 2,662 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $213,705 | 2,662 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $210,401 | 2,968 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $212,775 | 2,968 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $253,082 | 2,994 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $210,164 | 2,968 | Shares | Sole | 2024-07-25 | |
| 2023-09-30 | $238,784 | 4,168 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||