Legacy Capital Wealth Partners, LLC
Position in NEE — Nextera Energy Inc
CIK 1766228
LITTLE ROCK, AR
Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$506,169
-$21,017 QoQ
Shares Held
5,767
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,054
of 3,000 holders
Holding Since
Mar 2023
13 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, 2026Legacy Capital Wealth Partners, LLC holds $1,721,889 across 5 Utilities - Regulated Electric names. NEE ranks #1 (29.4% of the industry book) .
All Filings in NEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,169 | 5,767 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $527,186 | 5,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $456,391 | 5,685 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $443,730 | 5,878 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $546,543 | 7,873 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $571,373 | 8,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $583,413 | 8,138 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,316,554 | 15,575 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $590,626 | 8,341 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $174,793 | 2,735 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $316,333 | 5,208 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $267,143 | 4,663 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $328,129 | 4,257 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||