Focused Wealth Management, Inc

Position in NEE — Nextera Energy Inc

CIK 1586052 Newburgh, NY

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$807,220

+$5,480 QoQ

Shares Held

9,197

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,728

of 3,000 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, 2025

CallValue

$369,288

CallShares

4,600

PutValue

PutShares

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

Focused Wealth Management, Inc holds $2,648,073 across 6 Utilities - Regulated Electric names. NEE ranks #1 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	9,197	$807,220
2	DUK	Duke Energy CORP	4,386	$555,179
3	ED	Consolidated Edison Inc	4,378	$484,338
4	EIX	Edison International	4,898	$364,656
5	EXC	Exelon Corp	4,910	$228,904
6	ES	Eversource Energy	2,875	$207,776

All Filings in NEE

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,220	9,197	+6.5%	Shares	Sole	2026-08-07
2026-03-31	$801,740	8,632	+2.5%	Shares	Sole	2026-04-20
2025-12-31	$676,118	8,422	-2.1%	Shares	Sole	2026-01-29
2025-12-31	$369,288	4,600	0.0%	Call	Sole	2026-01-29
2025-09-30	$649,214	8,600	+0.1%	Shares	Sole	2025-10-10
2025-09-30	$347,254	4,600	—	Call	Sole	2025-10-10
2025-06-30	$596,526	8,593	+0.0%	Shares	Sole	2025-07-15
2025-03-31	$609,086	8,592	-8.2%	Shares	Sole	2025-05-01
2024-12-31	$670,803	9,357	+0.3%	Shares	Sole	2025-01-28
2024-09-30	$788,411	9,327	+0.4%	Shares	Sole	2024-10-30
2024-06-30	$657,895	9,291	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$592,509	9,271	-1.2%	Shares	Sole	2024-05-08
2023-12-31	$569,741	9,380	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$536,463	9,364	+1.9%	Shares	Sole	2023-11-01
2023-06-30	$682,046	9,192	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$707,517	9,179	+0.1%	Shares	Sole	2023-04-13
2022-12-31	$766,277	9,166	+0.4%	Shares	Sole	2023-01-13
2022-09-30	$716,040	9,132	-13.4%	Shares	Sole	2022-10-20
2022-06-30	$816,815	10,545	+9.9%	Shares	Sole	2022-08-04
2022-03-31	$812,877	9,596	+27.9%	Shares	Sole	2022-04-29
2021-12-31	$700,480	7,503	+0.4%	Shares	Sole	2022-01-31
2021-09-30	$586,937	7,475	+0.4%	Shares	Sole	2021-10-12
2021-06-30	$545,496	7,444	+0.5%	Shares	Sole	2021-07-15
2021-03-31	$560,270	7,410	+2.5%	Shares	Sole	2021-05-03
2020-12-31	$557,485	7,226	+305.7%	Shares	Sole	2021-02-03
2020-09-30	$494,334	1,781	-7.9%	Shares	Sole	2020-10-19
2020-06-30	$464,248	1,933	-14.3%	Shares	Sole	2020-07-24
2020-03-31	$542,598	2,255	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.