LifePlan Investment Advisors, Inc.

Position in NEE — Nextera Energy Inc

CIK 2045484 RALEIGH, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,050,519

-$49,923 QoQ

Shares Held

11,969

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#1,574

of 2,988 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LifePlan Investment Advisors, Inc. holds $1,773,378 across 3 Utilities - Regulated Electric names. NEE ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	11,969	$1,050,519
2	DUK	Duke Energy CORP	3,710	$469,611
3	SO	Southern Co	2,646	$253,248

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,050,519	11,969	+1.0%	Shares	Sole	2026-08-11
2026-03-31	$1,100,442	11,848	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.