Global Wealth Management Investment Advisory, Inc.

Position in NEE — Nextera Energy Inc

CIK 1767855 FORT LAUDERDALE, FL

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,579,663

+$1,887 QoQ

Shares Held

52,178

+5.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#826

of 3,000 holders

Holding Since

Mar 2020

26 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, 2026

Global Wealth Management Investment Advisory, Inc. holds $22,855,387 across 5 Utilities - Regulated Electric names. NEE ranks #4 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	101,280	$6,916,411
2	DUK	Duke Energy CORP	45,638	$5,776,858
3	SO	Southern Co	55,831	$5,343,585
4	NEE	Nextera Energy Inc This page	52,178	$4,579,663
5	AEP	American Electric Power Co Inc	1,746	$238,870

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,579,663	52,178	+5.9%	Shares	Sole	2026-07-29
2026-03-31	$4,577,776	49,287	-4.9%	Shares	Sole	2026-05-01
2025-12-31	$4,161,795	51,841	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$3,788,390	50,184	+15.7%	Shares	Sole	2025-10-27
2025-06-30	$3,011,856	43,386	-1.3%	Shares	Sole	2025-08-07
2025-03-31	$3,117,104	43,971	+7.0%	Shares	Sole	2025-04-29
2024-12-31	$2,946,172	41,096	+68.6%	Shares	Sole	2025-01-29
2024-09-30	$2,060,165	24,372	-14.9%	Shares	Sole	2024-10-30
2024-06-30	$2,027,715	28,636	+4.1%	Shares	Sole	2024-08-05
2024-03-31	$1,758,803	27,520	-66.4%	Shares	Sole	2024-05-10
2023-12-31	$4,974,909	81,905	+56.1%	Shares	Sole	2024-02-05
2023-09-30	$3,006,350	52,476	+4.0%	Shares	Sole	2023-11-06
2023-06-30	$3,745,022	50,472	-0.3%	Shares	Sole	2023-08-10
2023-03-31	$3,902,097	50,624	+4.9%	Shares	Sole	2023-05-08
2022-12-31	$4,034,034	48,254	-3.4%	Shares	Sole	2023-02-07
2022-09-30	$3,915,011	49,930	-2.8%	Shares	Sole	2022-11-09
2022-06-30	$3,980,979	51,394	+14.7%	Shares	Sole	2022-08-15
2022-03-31	$3,795,092	44,801	+15.7%	Shares	Sole	2022-05-17
2021-12-31	$3,615,179	38,723	+11.1%	Shares	Sole	2022-02-15
2021-09-30	$2,737,756	34,867	+8.3%	Shares	Sole	2021-11-16
2021-06-30	$2,359,982	32,205	+8.5%	Shares	Sole	2021-08-11
2021-03-31	$2,244,558	29,686	+241.7%	Shares	Sole	2021-05-17
2020-12-31	$670,356	8,689	+350.7%	Shares	Sole	2021-02-16
2020-09-30	$535,135	1,928	-48.9%	Shares	Sole	2020-11-16
2020-06-30	$906,881	3,776	-0.4%	Shares	Sole	2020-08-12
2020-03-31	$912,671	3,793	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.