VISTA INVESTMENT PARTNERS II, LLC

Position in NEE — Nextera Energy Inc

CIK 2035219 RICHMOND, IN

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$265,240

-$10,985 QoQ

Shares Held

3,022

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,496

of 3,000 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS II, LLC holds $1,681,158 across 4 Utilities - Regulated Electric names. NEE ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,793	$480,117
2	SO	Southern Co	4,906	$469,553
3	AEP	American Electric Power Co Inc	3,408	$466,248
4	NEE	Nextera Energy Inc This page	3,022	$265,240

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,240	3,022	+1.6%	Shares	Sole	2026-07-21
2026-03-31	$276,225	2,974	+0.0%	Shares	Sole	2026-04-23
2025-12-31	$238,672	2,973	+4.7%	Shares	Sole	2026-01-22
2025-09-30	$214,316	2,839	-8.8%	Shares	Sole	2025-10-29
2025-06-30	$216,104	3,113	-2.0%	Shares	Sole	2025-08-07
2025-03-31	$225,075	3,175	-8.7%	Shares	Sole	2025-04-24
2024-12-31	$249,337	3,478	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.