CALDWELL SUTTER CAPITAL, INC.

Position in NEE — Nextera Energy Inc

CIK 702007 SAUSALITO, CA

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$506,871

-$39,820 QoQ

Shares Held

5,775

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,047

of 2,993 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $2,977,463 across 17 Utilities - Regulated Electric names. NEE ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,068	$768,087
2	NEE	Nextera Energy Inc This page	5,775	$506,871
3	ED	Consolidated Edison Inc	3,843	$425,151
4	D	Dominion Energy, Inc	5,329	$363,917
5	AEP	American Electric Power Co Inc	2,269	$310,421
6	PCG	PG&E Corp	10,537	$177,232
7	SO	Southern Co	994	$95,135
8	EVRG	Evergy, Inc.	956	$82,627

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,871	5,775	-1.9%	Shares	Sole	2026-08-05
2026-03-31	$546,691	5,886	-2.4%	Shares	Sole	2026-05-06
2025-12-31	$484,329	6,033	-0.6%	Shares	Sole	2026-01-30
2025-09-30	$458,073	6,068	+2.9%	Shares	Sole	2025-10-29
2025-06-30	$409,300	5,896	+2.5%	Shares	Sole	2025-07-11
2025-03-31	$407,688	5,751	-6.8%	Shares	Sole	2025-04-16
2024-12-31	$442,255	6,169	-3.7%	Shares	Sole	2025-01-21
2024-09-30	$541,414	6,405	-2.9%	Shares	Sole	2024-10-25
2024-06-30	$467,062	6,596	+5.7%	Shares	Sole	2024-07-23
2024-03-31	$398,926	6,242	+0.2%	Shares	Sole	2024-04-19
2023-12-31	$378,531	6,232	+37.1%	Shares	Sole	2024-01-19
2023-09-30	$260,383	4,545	+6.2%	Shares	Sole	2023-10-25
2023-06-30	$317,576	4,280	+202.7%	Shares	Sole	2023-07-19
2023-03-31	$108,991	1,414	+197.7%	Shares	Sole	2023-04-25
2022-12-31	$39,710	475	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.