KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in NEE — Nextera Energy Inc

CIK 1723223 OLYMPIA, WA

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$943,439

+$96,467 QoQ

Shares Held

10,749

+17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,648

of 3,000 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $3,295,444 across 4 Utilities - Regulated Electric names. NEE ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	8,559	$946,882
2	NEE	Nextera Energy Inc This page	10,749	$943,439
3	DUK	Duke Energy CORP	7,200	$911,376
4	AEP	American Electric Power Co Inc	3,609	$493,747

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$943,439	10,749	+17.9%	Shares	Sole	2026-08-07
2026-03-31	$846,972	9,119	-43.3%	Shares	Sole	2026-04-28
2023-09-30	$921,165	16,079	+0.5%	Shares	Sole	2023-10-17
2023-06-30	$1,186,903	15,996	+2.7%	Shares	Sole	2023-07-26
2023-03-31	$1,200,983	15,581	+2.4%	Shares	Sole	2023-05-02
2022-12-31	$1,272,141	15,217	+0.0%	Shares	Sole	2023-02-06
2022-09-30	$1,192,929	15,214	-0.8%	Shares	Sole	2022-10-11
2022-06-30	$1,187,694	15,333	+0.7%	Shares	Sole	2022-07-29
2021-12-31	$1,421,872	15,230	+7.6%	Shares	Sole	2022-01-20
2021-09-30	$1,111,607	14,157	+2.5%	Shares	Sole	2021-10-13
2021-06-30	$1,011,996	13,810	+21.2%	Shares	Sole	2021-07-22
2021-03-31	$861,273	11,391	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.