Castle Rock Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1727605 WALNUT CREEK, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$386,188

-$27,685 QoQ

Shares Held

4,400

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,266

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $2,085,268 across 4 Utilities - Regulated Electric names. NEE ranks #4 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	7,585	$839,128
2	D	Dominion Energy, Inc	6,778	$462,869
3	XEL	Xcel Energy Inc	4,945	$397,083
4	NEE	Nextera Energy Inc This page	4,400	$386,188

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,188	4,400	-1.3%	Shares	Sole	2026-07-08
2026-03-31	$413,873	4,456	-1.5%	Shares	Sole	2026-04-08
2025-12-31	$363,026	4,522	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$339,101	4,492	+0.3%	Shares	Sole	2025-10-16
2025-06-30	$310,793	4,477	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$315,956	4,457	+0.7%	Shares	Sole	2025-04-09
2024-12-31	$317,371	4,427	-0.6%	Shares	Sole	2025-03-05
2024-09-30	$376,327	4,452	+0.6%	Shares	Sole	2024-10-09
2024-06-30	$313,475	4,427	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$282,610	4,422	-53.0%	Shares	Sole	2024-05-13
2023-12-31	$571,441	9,408	+20.0%	Shares	Sole	2024-01-09
2023-09-30	$449,096	7,839	-0.0%	Shares	Sole	2023-10-11
2023-06-30	$581,876	7,842	+10.8%	Shares	Sole	2023-07-11
2023-03-31	$545,341	7,075	-14.5%	Shares	Sole	2023-05-12
2022-12-31	$691,873	8,276	+5.8%	Shares	Sole	2023-01-31
2022-09-30	$613,323	7,822	-1.3%	Shares	Sole	2022-10-14
2022-06-30	$614,025	7,927	+18.0%	Shares	Sole	2022-07-13
2022-03-31	$568,912	6,716	-26.0%	Shares	Sole	2022-04-25
2021-12-31	$847,428	9,077	-1.4%	Shares	Sole	2022-02-02
2021-09-30	$722,855	9,206	-19.4%	Shares	Sole	2021-11-12
2021-06-30	$836,564	11,416	-45.2%	Shares	Sole	2021-08-13
2021-03-31	$1,574,351	20,822	+9.2%	Shares	Sole	2021-04-27
2020-12-31	$1,471,636	19,075	+661.5%	Shares	Sole	2021-01-29
2020-09-30	$695,287	2,505	-42.9%	Shares	Sole	2020-12-07
2020-06-30	$1,054,346	4,390	+125.1%	Shares	Sole	2020-08-10
2020-03-31	$469,209	1,950	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.