Zinnia Wealth Advisory, LLC

Position in NEE — Nextera Energy Inc

CIK 2073676 Ocala, FL

Position in NEE

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

Position Value

$370,564

-$19,810 QoQ

Shares Held

4,222

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#2,294

of 3,000 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Zinnia Wealth Advisory, LLC holds $1,709,476 across 3 Utilities - Regulated Electric names. NEE ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,304	$797,960
2	SO	Southern Co	5,652	$540,952
3	NEE	Nextera Energy Inc This page	4,222	$370,564

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,564	4,222	+0.5%	Shares	Sole	2026-07-30
2026-03-31	$390,374	4,203	-32.0%	Shares	Sole	2026-05-08
2025-12-31	$496,290	6,182	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.