Caliber Wealth Management, LLC / KS

Position in NEE — Nextera Energy Inc

CIK 2067120 Overland Park, KS

Position in NEE

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

Position Value

$3,362,819

-$123,431 QoQ

Shares Held

38,314

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#946

of 3,000 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $7,667,116 across 6 Utilities - Regulated Electric names. NEE ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	38,314	$3,362,819
2	ETR	Entergy Corp /De/	28,470	$3,270,064
3	EVRG	Evergy, Inc.	3,953	$341,657
4	SO	Southern Co	2,710	$259,373
5	PEG	Public Service Enterprise Group Inc	2,705	$219,537
6	DUK	Duke Energy CORP	1,688	$213,666

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,362,819	38,314	+2.1%	Shares	Sole	2026-07-22
2026-03-31	$3,486,250	37,535	+1.4%	Shares	Sole	2026-04-23
2025-12-31	$2,971,483	37,014	-0.3%	Shares	Sole	2026-01-28
2025-09-30	$2,801,886	37,116	-1.6%	Shares	Sole	2025-11-05
2025-06-30	$2,618,869	37,725	+9.2%	Shares	Sole	2025-07-30
2025-03-31	$2,449,107	34,548	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.