BSW Wealth Partners

Position in NEE — Nextera Energy Inc

CIK 1512601 BOULDER, CO

Position in NEE

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

Position Value

$311,846

-$21,407 QoQ

Shares Held

3,553

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#885

of 1,171 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BSW Wealth Partners holds $839,436 across 4 Utilities - Regulated Electric names. NEE ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	3,553	$311,846
2	EIX	Edison International	4,062	$302,415
3	ELPC	Energy Co Of Parana	16,671	$194,217
4	CIG	Energy Co Of Minas Gerais	14,742	$30,958

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,846	3,553	-1.0%	Shares	Sole	2026-07-15
2026-03-31	$333,253	3,588	+8.3%	Shares	Sole	2026-04-14
2025-12-31	$265,967	3,313	-0.4%	Shares	Sole	2026-01-23
2025-09-30	$251,155	3,327	-0.0%	Shares	Sole	2025-10-15
2025-06-30	$231,029	3,328	-48.8%	Shares	Sole	2025-07-18
2025-03-31	$461,068	6,504	-3.4%	Shares	Sole	2025-04-24
2024-12-31	$482,545	6,731	-3.9%	Shares	Sole	2025-01-22
2024-09-30	$591,963	7,003	+14.7%	Shares	Sole	2024-10-29
2024-06-30	$432,295	6,105	-1.4%	Shares	Sole	2024-07-16
2024-03-31	$395,858	6,194	+16.5%	Shares	Sole	2024-04-23
2023-12-31	$322,833	5,315	-7.8%	Shares	Sole	2024-01-25
2023-09-30	$330,162	5,763	+1.6%	Shares	Sole	2023-10-27
2023-06-30	$421,010	5,674	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$439,664	5,704	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$485,214	5,804	0.0%	Shares	Sole	2023-02-14
2022-09-30	$455,091	5,804	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$450,274	5,813	0.0%	Shares	Sole	2022-08-15
2022-03-31	$492,419	5,813	+7.4%	Shares	Sole	2022-05-16
2021-12-31	$505,357	5,413	+28.6%	Shares	Sole	2022-02-14
2021-09-30	$330,569	4,210	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$309,461	4,223	0.0%	Shares	Sole	2021-08-16
2021-03-31	$319,301	4,223	-3.8%	Shares	Sole	2021-05-17
2020-12-31	$338,765	4,391	+311.1%	Shares	Sole	2021-02-16
2020-09-30	$296,434	1,068	+1.3%	Shares	Sole	2020-11-13
2020-06-30	$253,139	1,054	+8.2%	Shares	Sole	2020-08-13
2020-03-31	$234,363	974	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.