Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,724,380
-$26,725 QoQ
Shares Held
31,040
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,036
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. NEE ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
59,870 | $6,623,418 | |
| 2 | AEE |
Ameren Corp
|
27,382 | $3,095,261 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
31,040 | $2,724,380 | |
| 4 | DUK |
Duke Energy CORP
|
18,986 | $2,403,247 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,812 | $795,139 | |
| 6 | SO |
Southern Co
|
7,680 | $735,052 | |
| 7 | D |
Dominion Energy, Inc
|
6,856 | $468,196 | |
| 8 | ES |
Eversource Energy
|
5,355 | $387,005 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,724,380 | 31,040 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,751,105 | 29,620 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,206,656 | 27,487 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,709,923 | 22,651 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,589,509 | 22,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,486,988 | 20,976 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,375,946 | 19,193 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,634,218 | 19,333 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,085,871 | 15,335 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $901,258 | 14,102 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $816,041 | 13,435 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,030,475 | 17,987 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $659,934 | 8,894 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $840,865 | 10,909 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,009,763 | 12,878 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $986,298 | 12,733 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $936,977 | 11,061 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,386,676 | 14,853 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $785,357 | 10,002 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $743,645 | 10,148 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $790,048 | 10,449 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $809,997 | 10,499 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $650,878 | 2,345 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $555,032 | 2,311 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $557,275 | 2,316 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||