Nova R Wealth, Inc.

Position in NEE — Nextera Energy Inc

CIK 1729457 OVERLAND PARK, KS

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,592,411

-$99,398 QoQ

Shares Held

18,143

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#1,351

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Nova R Wealth, Inc. holds $1,849,105 across 2 Utilities - Regulated Electric names. NEE ranks #1 (86.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	18,143	$1,592,411
2	SO	Southern Co	2,682	$256,694

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,411	18,143	-0.4%	Shares	Sole	2026-07-17
2026-03-31	$1,691,809	18,215	-0.4%	Shares	Sole	2026-04-17
2025-12-31	$1,468,481	18,292	+0.0%	Shares	Sole	2026-01-14
2025-09-30	$1,380,183	18,283	+0.8%	Shares	Sole	2025-10-23
2025-06-30	$1,258,862	18,134	+0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,285,377	18,132	+0.0%	Shares	Sole	2025-04-23
2024-12-31	$1,299,309	18,124	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$1,557,042	18,420	-0.0%	Shares	Sole	2024-10-15
2024-06-30	$1,304,461	18,422	-3.2%	Shares	Sole	2024-07-18
2024-03-31	$1,216,399	19,033	-2.6%	Shares	Sole	2024-04-12
2023-12-31	$1,187,527	19,551	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$1,125,175	19,640	-0.4%	Shares	Sole	2023-10-19
2023-06-30	$1,463,446	19,723	-9.9%	Shares	Sole	2023-07-27
2023-03-31	$1,688,052	21,900	+13.4%	Shares	Sole	2023-04-17
2022-12-31	$1,614,901	19,317	-0.8%	Shares	Sole	2023-01-31
2022-09-30	$1,526,721	19,471	-0.4%	Shares	Sole	2022-10-25
2022-06-30	$1,514,188	19,548	+4.5%	Shares	Sole	2022-07-15
2022-03-31	$1,585,093	18,712	+6.0%	Shares	Sole	2022-05-10
2021-12-31	$1,648,364	17,656	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.