Wealthquest Corp

Position in NEE — Nextera Energy Inc

CIK 1632968 CINCINNATI, OH

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$674,687

-$35,937 QoQ

Shares Held

7,687

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,831

of 3,000 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Wealthquest Corp holds $1,827,248 across 4 Utilities - Regulated Electric names. NEE ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	7,687	$674,687
2	DUK	Duke Energy CORP	3,708	$469,358
3	WEC	Wec Energy Group, Inc.	3,543	$413,716
4	AEE	Ameren Corp	2,384	$269,487

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$674,687	7,687	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$710,624	7,651	0.0%	Shares	Sole	2026-05-07
2025-12-31	$614,222	7,651	+4.0%	Shares	Sole	2026-02-09
2025-06-30	$510,931	7,360	-18.8%	Shares	Sole	2025-08-13
2025-03-31	$642,759	9,067	-6.5%	Shares	Sole	2025-05-08
2024-12-31	$695,034	9,695	-1.4%	Shares	Sole	2025-01-16
2024-09-30	$830,845	9,829	+4.8%	Shares	Sole	2024-11-21
2024-06-30	$664,410	9,383	0.0%	Shares	Sole	2024-08-26
2024-03-31	$599,667	9,383	-24.0%	Shares	Sole	2024-05-09
2023-12-31	$749,774	12,344	0.0%	Shares	Sole	2024-02-16
2023-09-30	$707,187	12,344	+24.1%	Shares	Sole	2023-11-15
2023-06-30	$737,844	9,944	0.0%	Shares	Sole	2023-08-14
2023-03-31	$766,483	9,944	0.0%	Shares	Sole	2023-05-04
2022-12-31	$831,318	9,944	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$786,609	10,032	0.0%	Shares	Sole	2022-11-08
2022-06-30	$777,078	10,032	-6.3%	Shares	Sole	2022-08-12
2022-03-31	$906,905	10,706	0.0%	Shares	Sole	2022-08-18
2021-12-31	$999,512	10,706	+134.4%	Shares	Sole	2022-02-14
2021-09-30	$358,600	4,567	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$339,652	4,635	+2.3%	Shares	Sole	2021-08-10
2021-03-31	$342,588	4,531	-1.0%	Shares	Sole	2021-05-13
2020-12-31	$353,269	4,579	+301.7%	Shares	Sole	2021-02-09
2020-09-30	$316,418	1,140	-10.4%	Shares	Sole	2020-11-12
2020-06-30	$305,496	1,272	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.