Finivi Inc.

Position in NEE — Nextera Energy Inc

CIK 2101641 WESTBOROUGH, MA

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,949,335

-$148,398 QoQ

Shares Held

33,603

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#1,003

of 2,993 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Finivi Inc. holds $4,964,358 across 4 Utilities - Regulated Electric names. NEE ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	33,603	$2,949,335
2	ES	Eversource Energy	13,437	$971,091
3	DUK	Duke Energy CORP	6,121	$774,796
4	EIX	Edison International	3,615	$269,136

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,949,335	33,603	+0.8%	Shares	Sole	2026-07-09
2026-03-31	$3,097,733	33,352	+7.0%	Shares	Sole	2026-04-10
2025-12-31	$2,502,809	31,176	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$2,411,905	31,950	+0.4%	Shares	Sole	2025-12-19
2025-06-30	$2,208,527	31,814	+2.9%	Shares	Sole	2025-12-19
2025-03-31	$2,192,344	30,926	-1.0%	Shares	Sole	2025-12-19
2024-12-31	$2,240,599	31,254	-4.5%	Shares	Sole	2025-12-19
2024-09-30	$2,764,976	32,710	-1.9%	Shares	Sole	2025-12-19
2024-06-30	$2,360,238	33,332	+2.0%	Shares	Sole	2025-12-19
2024-03-31	$2,088,387	32,677	-20.9%	Shares	Sole	2025-12-19
2023-12-31	$2,509,655	41,318	+32.9%	Shares	Sole	2025-12-19
2021-12-31	$2,903,496	31,100	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.