Strategic Family Wealth Counselors, L.L.C.
Position in NEE — Nextera Energy Inc
CIK 1729755
FAIRFIELD, NJ
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,065
-$15,432 QoQ
Shares Held
3,020
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,498
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026Strategic Family Wealth Counselors, L.L.C. holds $480,029 across 2 Utilities - Regulated Electric names. NEE ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,020 | $265,065 | |
| 2 | SO |
Southern Co
|
2,246 | $214,964 |
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,065 | 3,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $280,497 | 3,020 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $382,373 | 4,763 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $227,979 | 3,020 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $208,954 | 3,010 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $213,166 | 3,007 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $202,309 | 2,822 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||