Novak & Powell Financial Services, Inc.
Position in NEE — Nextera Energy Inc
CIK 2011548
ST. PETERSBURG, FL
Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$496,602
-$30,027 QoQ
Shares Held
5,658
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,058
of 2,988 holders
Holding Since
Dec 2023
11 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, 2026Novak & Powell Financial Services, Inc. holds $2,770,025 across 6 Utilities - Regulated Electric names. NEE ranks #4 (17.9% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,602 | 5,658 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $526,629 | 5,670 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $455,187 | 5,670 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $428,028 | 5,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $393,611 | 5,670 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $401,946 | 5,670 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $406,482 | 5,670 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $479,285 | 5,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $401,492 | 5,670 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $362,369 | 5,670 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $344,395 | 5,670 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||