Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$39,649,131
-$1,417,017 QoQ
Shares Held
451,739
+2.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#266
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. NEE ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
451,739 | $39,649,131 | |
| 2 | DUK |
Duke Energy CORP
|
86,020 | $10,888,410 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,405 | $1,423,507 | |
| 4 | ETR |
Entergy Corp /De/
|
6,757 | $776,109 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,569 | $767,061 | |
| 6 | EXC |
Exelon Corp
|
16,201 | $755,290 | |
| 7 | SO |
Southern Co
|
7,801 | $746,633 | |
| 8 | ED |
Consolidated Edison Inc
|
3,451 | $381,784 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,649,131 | 451,739 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $41,066,148 | 442,142 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,583,323 | 405,871 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,781,666 | 421,005 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $30,103,912 | 433,649 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $32,511,358 | 458,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,372,347 | 493,407 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $57,297,307 | 677,834 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $52,877,861 | 746,757 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,312,634 | 787,242 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $54,351,488 | 894,822 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,457,200 | 182,531 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,755,722 | 171,910 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,508,886 | 175,258 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $10,937,304 | 130,829 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $9,913,297 | 126,429 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,780,564 | 126,266 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $10,391,799 | 122,675 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,190,409 | 119,863 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,298,809 | 118,426 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,607,835 | 117,465 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $8,362,844 | 110,605 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $9,574,160 | 124,098 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,829,461 | 31,811 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,286,277 | 30,338 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $6,946,940 | 28,871 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||