Measured Wealth Private Client Group, LLC
Position in NEE — Nextera Energy Inc
CIK 1720235
PORTSMOUTH, NH
Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$370,389
-$21,564 QoQ
Shares Held
4,220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,295
of 3,000 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $3,375,423 across 19 Utilities - Regulated Electric names. NEE ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
20,931 | $1,512,683 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,220 | $370,389 | |
| 3 | EIX |
Edison International
|
4,901 | $364,879 | |
| 4 | EXC |
Exelon Corp
|
5,120 | $238,694 | |
| 5 | SO |
Southern Co
|
2,030 | $194,291 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,412 | $164,879 | |
| 7 | DUK |
Duke Energy CORP
|
1,029 | $130,250 | |
| 8 | OGE |
Oge Energy Corp.
|
1,605 | $78,099 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,389 | 4,220 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $391,953 | 4,220 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $338,781 | 4,220 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $323,701 | 4,288 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $297,672 | 4,288 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $304,118 | 4,290 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $353,216 | 4,927 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $416,479 | 4,927 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $449,006 | 6,341 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $401,866 | 6,288 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $369,967 | 6,091 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $360,010 | 6,284 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $476,660 | 6,424 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $495,239 | 6,425 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $548,666 | 6,563 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $514,604 | 6,563 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $531,607 | 6,863 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $583,567 | 6,889 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $654,266 | 7,008 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $548,540 | 6,986 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $813,554 | 11,102 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $847,739 | 11,212 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $549,308 | 7,120 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $580,100 | 2,090 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $345,364 | 1,438 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||