MB, LEVIS & ASSOCIATES, LLC

Position in NEE — Nextera Energy Inc

CIK 2065807 CENTER VALLEY, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$777,203

-$39,119 QoQ

Shares Held

8,855

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#1,744

of 2,993 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. NEE ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	8,855	$777,203
2	PPL	PPL Corp	1,215	$44,165
3	SO	Southern Co	427	$40,868
4	DTE	Dte Energy Co	164	$24,988
5	XEL	Xcel Energy Inc	250	$20,075
6	AEP	American Electric Power Co Inc	36	$4,925
7	FE	Firstenergy Corp	93	$4,421
8	FTS	Fortis Inc.	77	$4,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$777,203	8,855	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$816,322	8,789	-2.8%	Shares	Sole	2026-04-08
2025-12-31	$726,212	9,046	-3.3%	Shares	Sole	2026-01-14
2025-09-30	$705,831	9,350	-12.1%	Shares	Sole	2025-10-15
2025-06-30	$738,351	10,636	+0.7%	Shares	Sole	2025-07-29
2025-03-31	$748,669	10,561	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$756,042	10,546	-0.1%	Shares	Sole	2025-05-07
2024-09-30	$892,129	10,554	+0.1%	Shares	Sole	2025-05-07
2024-06-30	$746,337	10,540	+1.5%	Shares	Sole	2025-05-07
2024-03-31	$663,960	10,389	+363.6%	Shares	Sole	2025-05-07
2023-12-31	$136,118	2,241	-78.3%	Shares	Sole	2025-05-07
2023-09-30	$592,665	10,345	-1.0%	Shares	Sole	2025-05-07
2023-06-30	$775,612	10,453	+0.4%	Shares	Sole	2025-05-07
2023-03-31	$802,711	10,414	+0.4%	Shares	Sole	2025-05-07
2022-12-31	$867,350	10,375	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.