LIBERTY WEALTH MANAGEMENT LLC

Position in NEE — Nextera Energy Inc

CIK 1769302 OAKLAND, CA

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$269,190

-$15,672 QoQ

Shares Held

3,067

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,477

of 2,988 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $1,298,273 across 4 Utilities - Regulated Electric names. NEE ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	6,019	$488,502
2	WEC	Wec Energy Group, Inc.	2,688	$313,877
3	NEE	Nextera Energy Inc This page	3,067	$269,190
4	DUK	Duke Energy CORP	1,791	$226,704

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,190	3,067	0.0%	Shares	Sole	2026-08-06
2026-03-31	$284,862	3,067	-7.2%	Shares	Sole	2026-05-12
2025-12-31	$265,245	3,304	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$249,720	3,308	-7.5%	Shares	Sole	2025-10-31
2025-06-30	$248,245	3,576	+0.7%	Shares	Sole	2025-08-01
2025-03-31	$251,801	3,552	-17.4%	Shares	Sole	2025-05-12
2024-12-31	$308,338	4,301	-6.4%	Shares	Sole	2025-02-10
2024-09-30	$388,246	4,593	-54.6%	Shares	Sole	2024-11-04
2024-06-30	$311	10,116	+159.2%	Shares	Sole	2024-08-07
2024-03-31	$249,440	3,903	+0.6%	Shares	Sole	2024-05-03
2023-12-31	$235,671	3,880	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$221,941	3,874	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$288,341	3,886	+1.0%	Shares	Sole	2023-08-10
2023-03-31	$296,680	3,849	+21.4%	Shares	Sole	2023-05-03
2022-09-30	$248,559	3,170	+4.3%	Shares	Sole	2022-11-15
2022-06-30	$235,323	3,038	-7.5%	Shares	Sole	2022-08-15
2022-03-31	$278,272	3,285	-2.9%	Shares	Sole	2022-05-09
2021-12-31	$315,836	3,383	-8.9%	Shares	Sole	2022-02-15
2021-09-30	$291,622	3,714	+13.9%	Shares	Sole	2021-11-15
2021-06-30	$238,966	3,261	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$244,749	3,237	0.0%	Shares	Sole	2021-05-17
2020-12-31	$249,734	3,237	+254.9%	Shares	Sole	2021-02-09
2020-09-30	$253,134	912	+203.0%	Shares	Sole	2020-11-05
2020-06-30	$72,291	301	+0.3%	Shares	Sole	2020-08-04
2020-03-31	$72,186	300	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.