Outlook Wealth Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1767151 SHENANDOAH, TX

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$463,688

-$5,077 QoQ

Shares Held

5,283

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,119

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,816,110 across 4 Utilities - Regulated Electric names. NEE ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POR	Portland General Electric Co /Or/	9,945	$515,449
2	PPL	PPL Corp	13,837	$502,974
3	NEE	Nextera Energy Inc This page	5,283	$463,688
4	CNP	Centerpoint Energy Inc	7,584	$333,999

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,688	5,283	+4.7%	Shares	Sole	2026-08-03
2026-03-31	$468,765	5,047	-1.9%	Shares	Sole	2026-04-17
2025-12-31	$412,960	5,144	+72.2%	Shares	Sole	2026-02-11
2025-09-30	$225,488	2,987	+1.5%	Shares	Sole	2025-10-30
2025-06-30	$204,303	2,943	0.0%	Shares	Sole	2025-08-11
2025-03-31	$208,629	2,943	-64.3%	Shares	Sole	2025-04-14
2024-12-31	$591,012	8,244	-0.0%	Shares	Sole	2025-01-14
2024-09-30	$697,034	8,246	-0.9%	Shares	Sole	2024-10-23
2024-06-30	$589,210	8,321	-0.9%	Shares	Sole	2024-07-18
2024-03-31	$536,524	8,395	-26.8%	Shares	Sole	2024-04-22
2023-12-31	$696,991	11,475	-10.9%	Shares	Sole	2024-01-29
2023-09-30	$737,895	12,880	+2.4%	Shares	Sole	2023-10-10
2023-06-30	$933,436	12,580	-3.3%	Shares	Sole	2023-07-10
2023-03-31	$1,003,119	13,014	+0.2%	Shares	Sole	2023-04-18
2022-12-31	$1,086,047	12,991	+25.8%	Shares	Sole	2023-02-14
2022-09-30	$809,896	10,329	-1.3%	Shares	Sole	2022-10-25
2022-06-30	$810,696	10,466	+0.7%	Shares	Sole	2022-07-28
2022-03-31	$880,560	10,395	-0.6%	Shares	Sole	2022-07-28
2021-12-31	$976,452	10,459	+0.5%	Shares	Sole	2022-01-21
2021-09-30	$817,079	10,406	+0.9%	Shares	Sole	2021-10-22
2021-06-30	$755,883	10,315	-8.8%	Shares	Sole	2021-07-21
2021-03-31	$855,375	11,313	+12.2%	Shares	Sole	2021-05-04
2020-12-31	$778,057	10,085	+308.3%	Shares	Sole	2021-02-04
2020-09-30	$685,573	2,470	+11.3%	Shares	Sole	2020-11-10
2020-06-30	$532,937	2,219	-4.5%	Shares	Sole	2020-07-17
2020-03-31	$558,960	2,323	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.