Private Wealth Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1335851 MILL VALLEY, CA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,873,275

-$292,036 QoQ

Shares Held

21,343

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,234

of 2,999 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Derivatives in NEE

reported options exposure · as of Dec 31, 2020

CallValue

CallShares

PutValue

$177,445

PutShares

2,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,443,617 across 5 Utilities - Regulated Electric names. NEE ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	21,343	$1,873,275
2	DUK	Duke Energy CORP	14,013	$1,773,765
3	ETR	Entergy Corp /De/	9,700	$1,114,142
4	D	Dominion Energy, Inc	7,050	$481,444
5	SO	Southern Co	2,100	$200,991

All Filings in NEE

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,873,275	21,343	-8.5%	Shares	Sole	2026-08-03
2026-03-31	$2,165,311	23,313	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,870,283	23,297	-1.3%	Shares	Sole	2026-01-27
2025-09-30	$1,781,186	23,595	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$1,619,429	23,328	-2.2%	Shares	Sole	2025-08-01
2025-03-31	$1,691,364	23,859	-11.6%	Shares	Sole	2025-04-22
2024-12-31	$1,935,845	27,003	-1.0%	Shares	Sole	2025-02-03
2024-09-30	$2,306,654	27,288	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$1,925,748	27,196	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$1,723,524	26,968	+0.6%	Shares	Sole	2024-05-09
2023-12-31	$1,628,439	26,810	-3.4%	Shares	Sole	2024-02-02
2023-09-30	$1,589,453	27,744	+0.8%	Shares	Sole	2023-11-07
2023-06-30	$2,041,538	27,514	+1.8%	Shares	Sole	2023-08-03
2023-03-31	$2,083,780	27,034	-2.9%	Shares	Sole	2023-05-04
2022-12-31	$2,326,838	27,833	+6.1%	Shares	Sole	2023-01-25
2022-09-30	$2,056,929	26,233	-0.1%	Shares	Sole	2022-10-27
2022-06-30	$2,033,557	26,253	-0.8%	Shares	Sole	2022-08-02
2022-03-31	$2,240,833	26,453	+0.5%	Shares	Sole	2022-05-02
2021-12-31	$2,457,515	26,323	+6.0%	Shares	Sole	2022-02-07
2021-09-30	$1,949,023	24,822	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,818,956	24,822	+1.1%	Shares	Sole	2021-08-12
2021-03-31	$1,856,376	24,552	+0.8%	Shares	Sole	2021-05-04
2020-12-31	$1,878,756	24,352	+308.1%	Shares	Sole	2021-02-03
2020-12-31	$177,445	2,300	—	Put	Sole	2021-02-03
2020-09-30	$1,656,200	5,967	-0.2%	Shares	Sole	2020-10-29
2020-06-30	$1,435,736	5,978	-2.0%	Shares	Sole	2020-07-31
2020-03-31	$1,468,503	6,103	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.