MSH Capital Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 2056306 SCOTTSDALE, AZ

Position in NEE

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

Position Value

$1,164,356

+$4,007 QoQ

Shares Held

13,266

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,511

of 2,988 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MSH Capital Advisors LLC holds $6,882,277 across 5 Utilities - Regulated Electric names. NEE ranks #4 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	21,669	$2,073,939
2	DUK	Duke Energy CORP	14,264	$1,805,537
3	WEC	Wec Energy Group, Inc.	13,292	$1,552,106
4	NEE	Nextera Energy Inc This page	13,266	$1,164,356
5	D	Dominion Energy, Inc	4,193	$286,339

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,356	13,266	+6.2%	Shares	Sole	2026-08-11
2026-03-31	$1,160,349	12,493	+3.9%	Shares	Sole	2026-05-11
2025-12-31	$965,286	12,024	+31.9%	Shares	Sole	2026-02-09
2025-09-30	$688,393	9,119	-1.6%	Shares	Sole	2025-11-06
2025-06-30	$643,592	9,271	+1.7%	Shares	Sole	2025-07-24
2025-03-31	$646,020	9,113	+44.6%	Shares	Sole	2025-05-13
2024-12-31	$451,862	6,303	+26.4%	Shares	Sole	2025-02-13
2024-09-30	$421,466	4,986	+4.2%	Shares	Sole	2025-02-14
2024-06-30	$338,755	4,784	+0.0%	Shares	Sole	2025-02-14
2024-03-31	$305,617	4,782	+8.2%	Shares	Sole	2025-02-14
2023-12-31	$268,349	4,418	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.