Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,238,785
-$72,123 QoQ
Shares Held
14,114
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,484
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aries Wealth Management holds $1,512,405 across 2 Utilities - Regulated Electric names. NEE ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
14,114 | $1,238,785 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,000 | $273,620 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,238,785 | 14,114 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,310,908 | 14,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,133,874 | 14,124 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,126,537 | 14,923 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,064,208 | 15,330 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,188,187 | 16,761 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,122,880 | 15,663 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,338,786 | 15,838 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $937,666 | 13,242 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $847,638 | 13,263 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $805,594 | 13,263 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $849,897 | 14,835 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,056,088 | 14,233 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,129,838 | 14,658 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,197,988 | 14,330 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,050,615 | 13,399 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,004,656 | 12,970 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $957,220 | 10,253 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $805,065 | 10,253 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $691,616 | 9,438 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $682,607 | 9,028 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $372,480 | 4,828 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $335,014 | 1,207 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $306,697 | 1,277 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $281,284 | 1,169 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||