INDEPENDENT FINANCIAL GROUP, LLC

Position in NEE — Nextera Energy Inc

CIK 275484 SAN DIEGO, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,762,824

+$217,727 QoQ

Shares Held

31,478

+14.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,024

of 2,988 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. NEE ranks #1 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	31,478	$2,762,824
2	DUK	Duke Energy CORP	11,565	$1,463,897
3	AEP	American Electric Power Co Inc	5,867	$802,664
4	EXC	Exelon Corp	13,283	$619,253
5	SO	Southern Co	6,125	$586,223
6	ED	Consolidated Edison Inc	4,938	$546,290
7	AEE	Ameren Corp	3,418	$386,370
8	DTE	Dte Energy Co	2,494	$380,010

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,762,824	31,478	+14.9%	Shares	Sole	2026-07-15
2026-03-31	$2,545,097	27,402	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$2,145,001	26,719	+12.8%	Shares	Sole	2026-05-15
2025-09-30	$1,788,886	23,697	+5.6%	Shares	Sole	2026-05-15
2025-06-30	$1,557,229	22,432	+8.3%	Shares	Sole	2026-05-15
2025-03-31	$1,468,628	20,717	+20.5%	Shares	Sole	2026-05-19
2024-12-31	$1,232,207	17,188	-5.7%	Shares	Sole	2026-06-12
2024-09-30	$1,540,390	18,223	+6.5%	Shares	Sole	2026-06-12
2024-06-30	$1,211,700	17,112	+18.9%	Shares	Sole	2026-06-12
2024-03-31	$920,112	14,397	+12.1%	Shares	Sole	2026-06-12
2023-12-31	$780,205	12,845	-18.6%	Shares	Sole	2026-06-12
2023-09-30	$903,978	15,779	+35.5%	Shares	Sole	2026-06-12
2023-06-30	$863,836	11,642	+13.2%	Shares	Sole	2026-06-12
2023-03-31	$792,767	10,285	-1.0%	Shares	Sole	2026-06-12
2022-12-31	$868,353	10,387	+2.0%	Shares	Sole	2026-06-15
2022-09-30	$798,605	10,185	+22.9%	Shares	Sole	2026-06-15
2022-06-30	$642,065	8,289	+18.7%	Shares	Sole	2026-06-12
2022-03-31	$591,784	6,986	+0.9%	Shares	Sole	2026-06-12
2021-12-31	$646,331	6,923	-28.5%	Shares	Sole	2026-06-15
2021-09-30	$760,073	9,680	-3.9%	Shares	Sole	2026-06-15
2021-06-30	$738,515	10,078	-5.3%	Shares	Sole	2026-06-15
2021-03-31	$805,019	10,647	-54.4%	Shares	Sole	2026-06-15
2020-12-31	$1,801,143	23,346	+349.3%	Shares	Sole	2026-06-15
2020-09-30	$360,550	5,196	+12.1%	Shares	Sole	2026-06-15
2020-06-30	$278,417	4,637	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.