United Financial Planning Group LLC

Position in NEE — Nextera Energy Inc

CIK 2088337 HAUPPAUGE, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$13,428

-$10,070 QoQ

Shares Held

153

-39.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,932

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

United Financial Planning Group LLC holds $1,060,956 across 5 Utilities - Regulated Electric names. NEE ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	8,152	$901,855
2	EXC	Exelon Corp	2,955	$137,762
3	NEE	Nextera Energy Inc This page	153	$13,428
4	AEP	American Electric Power Co Inc	36	$4,925
5	ETR	Entergy Corp /De/	26	$2,986

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,428	153	-39.5%	Shares	Sole	2026-08-06
2026-03-31	$23,498	253	+23.4%	Shares	Sole	2026-05-08
2025-12-31	$16,457	205	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.