VISTA INVESTMENT PARTNERS LLC

Position in NEE — Nextera Energy Inc

CIK 2023386 Oklahoma City, OK

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,221,582

-$72,979 QoQ

Shares Held

13,918

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,492

of 3,000 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS LLC holds $10,279,766 across 6 Utilities - Regulated Electric names. NEE ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGE	Oge Energy Corp.	133,171	$6,480,100
2	TXNM	Txnm Energy Inc	22,099	$1,254,781
3	NEE	Nextera Energy Inc This page	13,918	$1,221,582
4	ES	Eversource Energy	8,482	$612,994
5	EVRG	Evergy, Inc.	5,358	$463,091
6	SO	Southern Co	2,583	$247,218

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,221,582	13,918	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$1,294,561	13,938	+0.0%	Shares	Sole	2026-04-09
2025-12-31	$1,118,541	13,933	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$1,059,426	14,034	-0.1%	Shares	Sole	2025-10-16
2025-06-30	$975,628	14,054	+0.8%	Shares	Sole	2025-07-10
2025-03-31	$988,135	13,939	0.0%	Shares	Sole	2025-04-17
2024-12-31	$999,286	13,939	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,178,263	13,939	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$987,870	13,951	-0.4%	Shares	Sole	2024-07-19
2024-03-31	$895,570	14,013	-0.0%	Shares	Sole	2024-05-16
2023-12-31	$851,331	14,016	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.