Spartan Planning & Wealth Management
Position in NEE — Nextera Energy Inc
CIK 1749283
GREENSBORO, NC
Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$203,714
-$239,137 QoQ
Shares Held
2,321
-51.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,709
of 2,988 holders
Holding Since
Mar 2022
8 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, 2026Spartan Planning & Wealth Management holds $437,054 across 2 Utilities - Regulated Electric names. NEE ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,438 | $233,340 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,321 | $203,714 |
All Filings in NEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,714 | 2,321 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $442,851 | 4,768 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $340,628 | 4,243 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $315,925 | 4,185 | Shares | Sole | 2025-10-14 | |
| 2022-12-31 | $86,358 | 1,033 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $70,098 | 894 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $232 | 3 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $79,712 | 941 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||