B. Riley Wealth Advisors, Inc.

Position in NEE — Nextera Energy Inc

CIK 1464811 MEMPHIS, TN

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,345,689

+$44,255 QoQ

Shares Held

15,332

+9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,439

of 2,998 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. NEE ranks #1 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	15,332	$1,345,689
2	DUK	Duke Energy CORP	10,151	$1,284,913
3	SO	Southern Co	10,899	$1,043,143
4	ED	Consolidated Edison Inc	8,907	$985,381
5	NGG	National Grid PLC	9,077	$752,210
6	EVRG	Evergy, Inc.	6,601	$570,524
7	ETR	Entergy Corp /De/	4,967	$570,509
8	AEP	American Electric Power Co Inc	3,777	$516,731

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,689	15,332	+9.4%	Shares	Sole	2026-07-14
2026-03-31	$1,301,434	14,012	-26.5%	Shares	Sole	2026-04-27
2025-12-31	$1,530,779	19,068	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$1,430,082	18,944	-11.1%	Shares	Sole	2025-10-31
2025-06-30	$1,479,479	21,312	-69.7%	Shares	Sole	2025-08-19
2024-12-31	$5,042,961	70,344	-14.2%	Shares	Sole	2025-02-25
2024-09-30	$6,932,389	82,011	-56.4%	Shares	Sole	2024-12-13
2024-06-30	$13,329,557	188,244	-8.6%	Shares	Sole	2024-08-19
2024-03-31	$13,166,035	206,009	+11.5%	Shares	Sole	2024-05-16
2023-12-31	$11,225,602	184,814	-10.3%	Shares	Sole	2024-03-15
2023-09-30	$11,802,255	206,009	+2.6%	Shares	Sole	2023-12-01
2023-06-30	$14,902,402	200,841	-3.9%	Shares	Sole	2023-07-27
2023-03-31	$16,112,649	209,038	-7.4%	Shares	Sole	2023-05-17
2022-12-31	$18,873,201	225,756	-4.8%	Shares	Sole	2023-03-15
2022-09-30	$18,591,950	237,112	+38.3%	Shares	Other	2022-11-22
2022-06-30	$13,280,205	171,446	+0.3%	Shares	Other	2022-08-12
2022-03-31	$14,481,343	170,952	+0.4%	Shares	Other	2022-05-02
2021-12-31	$15,890,618	170,208	-0.7%	Shares	Other	2022-01-28
2021-09-30	$13,455,501	171,364	+4.2%	Shares	Other	2021-11-16
2021-06-30	$12,050,089	164,439	+8.3%	Shares	Other	2021-08-10
2021-03-31	$11,484,780	151,895	+18.9%	Shares	Other	2021-05-13
2020-12-31	$9,852,363	127,704	+287.0%	Shares	Other	2021-02-04
2020-09-30	$9,160,034	33,002	+16.9%	Shares	Other	2020-11-09
2020-06-30	$6,782,399	28,240	+4.8%	Shares	Other	2020-07-31
2020-03-31	$6,485,189	26,952	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.