BRANDYWINE OAK PRIVATE WEALTH LLC
Position in NEE — Nextera Energy Inc
CIK 1764694
Kennett Square, PA
Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$721,908
-$46,023 QoQ
Shares Held
8,225
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,781
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,115,416 across 6 Utilities - Regulated Electric names. NEE ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,785 | $1,749,115 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
8,225 | $721,908 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,791 | $442,675 | |
| 4 | DUK |
Duke Energy CORP
|
3,411 | $431,764 | |
| 5 | SO |
Southern Co
|
4,088 | $391,262 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,666 | $378,692 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,908 | 8,225 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $767,931 | 8,268 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $655,325 | 8,163 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $609,355 | 8,072 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $562,996 | 8,110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $589,025 | 8,309 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $692,740 | 9,663 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $806,585 | 9,542 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $675,739 | 9,543 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $747,299 | 11,693 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,057,361 | 17,408 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,471,092 | 25,678 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,408,309 | 32,457 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,569,693 | 33,338 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,908,193 | 34,787 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,829,503 | 36,086 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,957,112 | 38,176 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,244,731 | 38,304 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,585,117 | 38,401 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,071,466 | 39,117 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,614,264 | 35,675 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,065,949 | 14,098 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,041,216 | 13,496 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $899,571 | 3,241 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $770,945 | 3,210 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $706,460 | 2,936 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||