Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,404,597
-$122,984 QoQ
Shares Held
38,790
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#941
of 2,993 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. NEE ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
|
5,572 | $639,999 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,404,597 | 38,790 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,527,581 | 37,980 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,107,189 | 26,248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,666,290 | 22,073 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,156,532 | 31,065 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,247,638 | 31,706 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,388,352 | 33,315 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $3,712,134 | 43,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,193,906 | 30,983 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,991,819 | 31,166 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,528,606 | 41,630 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,985,098 | 34,650 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,294,189 | 30,919 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,340,765 | 30,368 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $2,390,876 | 28,599 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,913,443 | 49,910 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,398,944 | 43,880 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,660,657 | 43,214 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,741,350 | 18,652 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,996,586 | 27,246 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,335,272 | 17,660 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,002,255 | 12,991 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,051,119 | 3,787 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $863,891 | 3,597 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $971,623 | 4,038 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||