Park Square Financial Group, LLC

Position in NEE — Nextera Energy Inc

CIK 2058285 ROSWELL, GA

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,755

-$1,960 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,971

of 2,988 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Park Square Financial Group, LLC holds $33,621 across 6 Utilities - Regulated Electric names. NEE ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	90	$11,392
2	AEE	Ameren Corp	84	$9,495
3	SO	Southern Co	70	$6,699
4	NGG	National Grid PLC	31	$2,568
5	NEE	Nextera Energy Inc This page	20	$1,755
6	EIX	Edison International	23	$1,712

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,755	20	-50.0%	Shares	Sole	2026-07-31
2026-03-31	$3,715	40	-91.5%	Shares	Sole	2026-05-13
2025-12-31	$37,972	473	+47200.0%	Shares	Sole	2026-02-05
2025-09-30	$75	1	-99.9%	Shares	Sole	2025-11-12
2025-06-30	$58,937	849	-18.4%	Shares	Sole	2025-08-12
2025-03-31	$73,725	1,040	-58.3%	Shares	Sole	2025-05-01
2024-12-31	$178,794	2,494	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.