Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$493,179
-$31,593 QoQ
Shares Held
5,619
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,074
of 3,000 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $8,892,073 across 7 Utilities - Regulated Electric names. NEE ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
47,903 | $2,277,308 | |
| 2 | CNP |
Centerpoint Energy Inc
|
48,638 | $2,142,017 | |
| 3 | ETR |
Entergy Corp /De/
|
15,618 | $1,793,883 | |
| 4 | PPL |
PPL Corp
|
42,247 | $1,535,678 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
5,619 | $493,179 | |
| 6 | NGG |
National Grid PLC
|
4,566 | $378,384 | |
| 7 | SO |
Southern Co
|
2,838 | $271,624 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,179 | 5,619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $524,772 | 5,650 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $753,668 | 9,388 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $696,093 | 9,221 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $740,780 | 10,671 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $763,768 | 10,774 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $594,811 | 8,297 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||