LAKE STREET PRIVATE WEALTH, LLC

Position in NEE — Nextera Energy Inc

CIK 1772031 CHICAGO, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$578,492

-$15,940 QoQ

Shares Held

6,591

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,947

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $1,462,187 across 4 Utilities - Regulated Electric names. NEE ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	6,591	$578,492
2	DUK	Duke Energy CORP	3,737	$473,029
3	EXC	Exelon Corp	4,414	$205,780
4	ED	Consolidated Edison Inc	1,852	$204,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,492	6,591	+3.0%	Shares	Sole	2026-08-10
2026-03-31	$594,432	6,400	-0.4%	Shares	Sole	2026-04-13
2025-12-31	$515,638	6,423	+0.0%	Shares	Sole	2026-01-07
2025-09-30	$484,796	6,422	-0.8%	Shares	Sole	2025-11-10
2025-06-30	$449,563	6,476	-7.7%	Shares	Sole	2025-08-11
2025-03-31	$497,506	7,018	+52.9%	Shares	Sole	2025-04-10
2024-12-31	$329,128	4,591	-0.9%	Shares	Sole	2025-01-15
2024-09-30	$391,542	4,632	-45.3%	Shares	Sole	2024-10-22
2024-06-30	$600,114	8,475	+0.9%	Shares	Sole	2024-07-12
2024-03-31	$536,588	8,396	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$509,608	8,390	-32.6%	Shares	Sole	2024-01-10
2023-09-30	$713,203	12,449	-1.4%	Shares	Sole	2023-10-20
2023-06-30	$937,071	12,629	+5.6%	Shares	Sole	2023-07-18
2023-03-31	$921,722	11,958	-1.2%	Shares	Sole	2023-04-17
2022-12-31	$1,011,727	12,102	+3.7%	Shares	Sole	2023-01-25
2022-09-30	$915,279	11,673	-1.9%	Shares	Sole	2022-10-21
2022-06-30	$921,696	11,899	-73.4%	Shares	Sole	2022-07-12
2022-03-31	$3,788,570	44,724	-31.4%	Shares	Sole	2022-05-09
2021-12-31	$6,082,684	65,153	+8.9%	Shares	Sole	2022-01-24
2021-09-30	$4,698,793	59,842	+5.0%	Shares	Sole	2021-10-07
2021-06-30	$4,175,054	56,974	+1.8%	Shares	Sole	2021-07-14
2021-03-31	$4,229,850	55,943	-1.9%	Shares	Sole	2021-04-16
2020-12-31	$4,399,324	57,023	+295.4%	Shares	Sole	2021-01-19
2020-09-30	$4,003,247	14,423	+0.2%	Shares	Sole	2020-10-09
2020-06-30	$3,457,247	14,395	+3.1%	Shares	Sole	2020-07-14
2020-03-31	$3,359,536	13,962	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.