RICHARDSON FINANCIAL SERVICES INC.

Position in NEE — Nextera Energy Inc

CIK 2012303 MEDWAY, MA

Position in NEE

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

Position Value

$505,554

-$51,632 QoQ

Shares Held

5,760

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#2,047

of 2,988 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. NEE ranks #1 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	5,760	$505,554
2	DUK	Duke Energy CORP	2,844	$359,992
3	AEP	American Electric Power Co Inc	2,078	$284,291
4	D	Dominion Energy, Inc	3,640	$248,575
5	ES	Eversource Energy	2,682	$193,828
6	DTE	Dte Energy Co	1,270	$193,509
7	WEC	Wec Energy Group, Inc.	1,636	$191,035
8	FE	Firstenergy Corp	3,973	$188,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,554	5,760	-4.0%	Shares	Sole	2026-08-10
2026-03-31	$557,186	5,999	-29.5%	Shares	Sole	2026-05-04
2025-12-31	$682,781	8,505	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$639,097	8,466	-1.6%	Shares	Sole	2025-10-28
2025-06-30	$597,012	8,600	-3.8%	Shares	Sole	2025-07-25
2025-03-31	$633,472	8,936	-2.2%	Shares	Sole	2025-05-06
2024-12-31	$655,103	9,138	+0.7%	Shares	Sole	2025-01-24
2024-09-30	$767,362	9,078	0.0%	Shares	Sole	2024-10-24
2024-06-30	$642,812	9,078	-4.5%	Shares	Sole	2024-08-12
2024-03-31	$607,525	9,506	+12.2%	Shares	Sole	2024-05-03
2023-12-31	$514,831	8,476	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.