ADVISORTRUST PARTNERS, LLC

Position in NEE — Nextera Energy Inc

CIK 2115523 RALEIGH, NC

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$229,957

+$14,847 QoQ

Shares Held

2,620

+13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,614

of 2,988 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $3,212,209 across 4 Utilities - Regulated Electric names. NEE ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,998	$1,518,706
2	D	Dominion Energy, Inc	17,786	$1,214,605
3	SO	Southern Co	2,601	$248,941
4	NEE	Nextera Energy Inc This page	2,620	$229,957

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,957	2,620	+13.1%	Shares	Sole	2026-08-10
2026-03-31	$215,110	2,316	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.