KEYNOTE FINANCIAL SERVICES LLC

Position in NEE — Nextera Energy Inc

CIK 2026127 VERNON, CT

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$693,909

-$1,204 QoQ

Shares Held

7,906

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,814

of 3,000 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

KEYNOTE FINANCIAL SERVICES LLC holds $3,856,196 across 6 Utilities - Regulated Electric names. NEE ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,054	$1,146,055
2	ED	Consolidated Edison Inc	7,896	$873,534
3	NEE	Nextera Energy Inc This page	7,906	$693,909
4	ES	Eversource Energy	7,454	$538,700
5	SO	Southern Co	4,138	$396,047
6	AEP	American Electric Power Co Inc	1,520	$207,951

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,909	7,906	+5.6%	Shares	Sole	2026-08-03
2026-03-31	$695,113	7,484	+8.3%	Shares	Sole	2026-05-13
2025-12-31	$554,895	6,912	0.0%	Shares	Sole	2026-02-13
2025-09-30	$521,786	6,912	0.0%	Shares	Sole	2025-10-31
2025-06-30	$479,831	6,912	0.0%	Shares	Sole	2025-08-07
2025-03-31	$489,991	6,912	0.0%	Shares	Sole	2025-05-09
2024-12-31	$495,521	6,912	-13.1%	Shares	Sole	2025-02-05
2024-09-30	$672,605	7,957	-7.0%	Shares	Sole	2024-10-31
2024-06-30	$605,921	8,557	-4.0%	Shares	Sole	2024-07-24
2024-03-31	$569,885	8,917	—	Shares	Sole	2024-06-13
No filing history on record for this holder in this stock.