River Wealth Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1642570 CAMP HILL, PA

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$607,280

-$46,223 QoQ

Shares Held

6,919

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,904

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

River Wealth Advisors LLC holds $5,066,159 across 5 Utilities - Regulated Electric names. NEE ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	39,894	$3,237,797
2	SO	Southern Co	6,377	$610,342
3	NEE	Nextera Energy Inc This page	6,919	$607,280
4	PPL	PPL Corp	11,095	$403,303
5	ETR	Entergy Corp /De/	1,806	$207,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,280	6,919	-1.7%	Shares	Sole	2026-08-04
2026-03-31	$653,503	7,036	+2.0%	Shares	Sole	2026-05-13
2025-12-31	$553,932	6,900	+41.6%	Shares	Sole	2026-02-13
2025-09-30	$367,938	4,874	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$337,520	4,862	-1.3%	Shares	Sole	2025-08-13
2025-03-31	$349,204	4,926	-70.7%	Shares	Sole	2025-05-14
2024-12-31	$1,206,184	16,825	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$1,470,314	17,394	-3.4%	Shares	Sole	2024-11-12
2024-06-30	$1,274,580	18,000	-9.5%	Shares	Sole	2024-08-13
2024-03-31	$1,271,681	19,898	-18.3%	Shares	Sole	2024-05-14
2023-12-31	$1,479,322	24,355	-5.9%	Shares	Sole	2024-02-13
2023-09-30	$1,482,607	25,879	+13.8%	Shares	Sole	2023-11-13
2023-06-30	$1,686,714	22,732	+19.9%	Shares	Sole	2023-08-09
2023-03-31	$1,461,745	18,964	+36.2%	Shares	Sole	2023-05-11
2022-12-31	$1,163,795	13,921	-1.9%	Shares	Sole	2023-02-10
2022-09-30	$1,112,324	14,186	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$1,145,401	14,787	-1.7%	Shares	Sole	2022-08-10
2022-03-31	$1,274,461	15,045	-7.5%	Shares	Sole	2022-05-09
2021-12-31	$1,519,153	16,272	+3.1%	Shares	Sole	2022-02-11
2021-09-30	$1,239,359	15,784	+9.4%	Shares	Sole	2021-11-12
2021-06-30	$1,057,650	14,433	+11.7%	Shares	Sole	2021-08-06
2021-03-31	$976,578	12,916	-1.0%	Shares	Sole	2021-05-11
2020-12-31	$1,006,498	13,046	+324.8%	Shares	Sole	2021-02-16
2020-09-30	$852,386	3,071	-2.5%	Shares	Sole	2020-11-10
2020-06-30	$756,295	3,149	-4.3%	Shares	Sole	2020-08-11
2020-03-31	$791,399	3,289	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.