Mattson Financial Services, LLC

Position in NEE — Nextera Energy Inc

CIK 2034595 KENTWOOD, MI

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,399,456

+$295,632 QoQ

Shares Held

27,338

+20.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,097

of 3,000 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Mattson Financial Services, LLC holds $5,641,954 across 5 Utilities - Regulated Electric names. NEE ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	27,338	$2,399,456
2	EIX	Edison International	19,733	$1,469,121
3	AEP	American Electric Power Co Inc	8,631	$1,180,807
4	CMS	Cms Energy Corp	3,999	$305,923
5	NGG	National Grid PLC	3,459	$286,647

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,399,456	27,338	+20.7%	Shares	Sole	2026-08-04
2026-03-31	$2,103,824	22,651	-5.1%	Shares	Sole	2026-05-11
2025-12-31	$1,915,239	23,857	-38.1%	Shares	Sole	2026-02-12
2025-09-30	$2,908,101	38,523	+1.9%	Shares	Sole	2025-10-17
2025-06-30	$2,625,672	37,823	+7.4%	Shares	Sole	2025-07-29
2025-03-31	$2,495,820	35,207	+19.7%	Shares	Sole	2025-05-22
2024-12-31	$2,108,543	29,412	-22.7%	Shares	Sole	2025-03-10
2024-09-30	$3,217,970	38,069	-0.7%	Shares	Sole	2024-10-08
2024-06-30	$2,713,507	38,321	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.