Wagner Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1728657 GREENVILLE, SC

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$238,646

-$16,402 QoQ

Shares Held

2,719

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,597

of 3,000 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wagner Wealth Management, LLC holds $4,101,369 across 4 Utilities - Regulated Electric names. NEE ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	18,864	$2,387,805
2	SO	Southern Co	11,286	$1,080,183
3	AEE	Ameren Corp	3,492	$394,735
4	NEE	Nextera Energy Inc This page	2,719	$238,646

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,646	2,719	-1.0%	Shares	Sole	2026-07-24
2026-03-31	$255,048	2,746	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$220,208	2,743	+4.2%	Shares	Sole	2026-01-30
2023-03-31	$202,951	2,633	+0.5%	Shares	Sole	2023-05-17
2022-12-31	$218,948	2,619	+13.5%	Shares	Sole	2023-02-14
2022-09-30	$180,891	2,307	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$179,242	2,314	+31.3%	Shares	Sole	2022-08-11
2021-12-31	$164,500	1,762	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$137,802	1,755	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$128,020	1,747	-6.8%	Shares	Sole	2021-08-13
2021-03-31	$141,693	1,874	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.