Connecticut Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1689829 FARMINGTON, CT

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,694,890

-$54,079 QoQ

Shares Held

30,704

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,037

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,724,558 across 3 Utilities - Regulated Electric names. NEE ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	30,704	$2,694,890
2	ES	Eversource Energy	7,436	$537,399
3	DUK	Duke Energy CORP	3,889	$492,269

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,694,890	30,704	+3.7%	Shares	Sole	2026-07-29
2026-03-31	$2,748,969	29,597	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$2,420,522	30,151	+4.2%	Shares	Sole	2026-02-12
2025-09-30	$2,184,756	28,941	+22.1%	Shares	Sole	2025-11-13
2025-06-30	$1,645,878	23,709	-1.6%	Shares	Sole	2025-08-14
2025-03-31	$1,707,456	24,086	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$1,753,895	24,465	-1.1%	Shares	Sole	2025-02-18
2024-09-30	$2,090,342	24,729	-1.5%	Shares	Sole	2024-11-13
2024-06-30	$1,776,906	25,094	-20.4%	Shares	Sole	2024-08-13
2024-03-31	$2,015,210	31,532	-5.3%	Shares	Sole	2024-05-01
2023-12-31	$2,022,520	33,298	+18.2%	Shares	Sole	2024-02-06
2023-09-30	$1,613,859	28,170	+67.2%	Shares	Sole	2023-10-19
2023-06-30	$1,250,047	16,847	+18.0%	Shares	Sole	2023-07-25
2023-03-31	$1,100,856	14,282	+4.4%	Shares	Sole	2023-04-18
2022-12-31	$1,143,313	13,676	+21.6%	Shares	Sole	2023-01-17
2022-09-30	$881,955	11,248	-0.3%	Shares	Sole	2022-11-02
2022-06-30	$874,058	11,284	+25.2%	Shares	Sole	2022-07-12
2022-03-31	$763,237	9,010	+1.4%	Shares	Sole	2022-04-18
2021-12-31	$829,410	8,884	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$694,666	8,847	+2.1%	Shares	Sole	2021-11-02
2021-06-30	$634,678	8,661	-22.7%	Shares	Sole	2021-07-29
2021-03-31	$847,663	11,211	+0.0%	Shares	Sole	2021-05-12
2020-12-31	$864,697	11,208	+230.0%	Shares	Sole	2021-01-29
2020-09-30	$942,593	3,396	+22.8%	Shares	Sole	2020-10-13
2020-06-30	$664,070	2,765	-1.0%	Shares	Sole	2020-07-14
2020-03-31	$672,292	2,794	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.