Elwood & Goetz Wealth Advisory Group, LLC
Position in NEE — Nextera Energy Inc
CIK 1752758
ATHENS, GA
Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,438,989
-$94,274 QoQ
Shares Held
16,395
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,406
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $2,228,431 across 3 Utilities - Regulated Electric names. NEE ranks #1 (64.6% of the industry book) .
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,989 | 16,395 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,533,263 | 16,508 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,299,412 | 16,186 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,220,446 | 16,167 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,120,785 | 16,145 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $330,418 | 4,661 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $616,820 | 8,604 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $721,801 | 8,539 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $604,646 | 8,539 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $545,727 | 8,539 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $585,898 | 9,646 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $484,845 | 8,463 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $335,384 | 4,520 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $348,401 | 4,520 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $377,872 | 4,520 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $355,746 | 4,537 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $350,119 | 4,520 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $382,889 | 4,520 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $427,588 | 4,580 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $359,621 | 4,580 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $335,622 | 4,580 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $341,757 | 4,520 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $348,718 | 4,520 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||