Triangle Securities Wealth Management

Broker-Dealer

Position in NEE — Nextera Energy Inc

CIK 1541353 RALEIGH, NC

Position in NEE

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

Position Value

$3,142,166

-$282,598 QoQ

Shares Held

35,800

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#973

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Triangle Securities Wealth Management holds $8,375,135 across 4 Utilities - Regulated Electric names. NEE ranks #2 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	28,821	$3,648,162
2	NEE	Nextera Energy Inc This page	35,800	$3,142,166
3	WEC	Wec Energy Group, Inc.	7,739	$903,683
4	D	Dominion Energy, Inc	9,974	$681,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,142,166	35,800	-2.9%	Shares	Sole	2026-07-14
2026-03-31	$3,424,764	36,873	-3.1%	Shares	Sole	2026-04-20
2025-12-31	$3,053,369	38,034	-1.0%	Shares	Sole	2026-01-13
2025-09-30	$2,900,099	38,417	+28.1%	Shares	Sole	2025-10-15
2025-06-30	$2,082,391	29,997	-15.6%	Shares	Sole	2025-07-10
2025-03-31	$2,519,714	35,544	+5.5%	Shares	Sole	2025-04-10
2024-12-31	$2,415,953	33,700	-2.2%	Shares	Sole	2025-01-15
2024-09-30	$2,912,143	34,451	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,439,475	34,451	-0.5%	Shares	Sole	2024-07-10
2024-03-31	$2,212,244	34,615	+0.7%	Shares	Sole	2024-04-10
2023-12-31	$2,087,208	34,363	-12.5%	Shares	Sole	2024-01-10
2023-09-30	$2,249,835	39,271	+0.3%	Shares	Sole	2023-10-10
2023-06-30	$2,905,449	39,157	+32.1%	Shares	Sole	2023-07-13
2023-03-31	$2,284,651	29,640	+2.3%	Shares	Sole	2023-04-20
2022-12-31	$2,422,142	28,973	-1.5%	Shares	Sole	2023-01-11
2022-09-30	$2,306,038	29,410	-0.2%	Shares	Sole	2022-10-19
2022-06-30	$2,282,358	29,465	+8.3%	Shares	Sole	2022-07-11
2022-03-31	$2,304,366	27,203	-0.6%	Shares	Sole	2022-04-13
2021-12-31	$2,555,356	27,371	-0.9%	Shares	Sole	2022-01-14
2021-09-30	$2,168,408	27,616	0.0%	Shares	Sole	2021-10-14
2021-06-30	$2,023,700	27,616	-0.5%	Shares	Sole	2021-07-12
2021-03-31	$2,098,253	27,751	-1.6%	Shares	Sole	2021-04-12
2020-12-31	$2,175,707	28,201	+295.6%	Shares	Sole	2021-01-11
2020-09-30	$1,978,447	7,128	-0.2%	Shares	Sole	2020-10-09
2020-06-30	$1,715,534	7,143	-1.7%	Shares	Sole	2020-07-08
2020-03-31	$1,748,826	7,268	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.