Providence Financial Advisors, LLC
Position in NEE — Nextera Energy Inc
CIK 2072264
Overland Park, KS
Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$366,176
-$21,226 QoQ
Shares Held
4,172
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,304
of 3,000 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Providence Financial Advisors, LLC holds $739,985 across 2 Utilities - Regulated Electric names. NEE ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
4,325 | $373,809 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,172 | $366,176 |
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,176 | 4,172 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $387,402 | 4,171 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $322,324 | 4,015 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $303,092 | 4,015 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||