Prestige Wealth Management Group LLC
Position in NEE — Nextera Energy Inc
CIK 1772715
FLEMINGTON, NJ
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,406,776
+$433,302 QoQ
Shares Held
16,028
+52.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,415
of 2,997 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, 2026Prestige Wealth Management Group LLC holds $4,149,000 across 24 Utilities - Regulated Electric names. NEE ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,028 | $1,406,776 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
16,897 | $1,371,360 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,668 | $501,818 | |
| 4 | ETR |
Entergy Corp /De/
|
1,533 | $176,080 | |
| 5 | PPL |
PPL Corp
|
3,946 | $143,437 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
976 | $113,966 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,025 | $109,675 | |
| 8 | EXC |
Exelon Corp
|
1,568 | $73,099 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,776 | 16,028 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $973,474 | 10,481 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $825,197 | 10,279 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $758,070 | 10,042 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $679,690 | 9,791 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $556,061 | 7,844 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $552,227 | 7,703 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $621,379 | 7,351 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $528,667 | 7,466 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $430,049 | 6,729 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $398,818 | 6,566 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $503,234 | 8,784 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $642,572 | 8,660 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $691,484 | 8,971 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $664,118 | 7,944 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $581,958 | 7,422 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $532,614 | 6,876 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $439,813 | 5,192 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $464,932 | 4,980 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $375,403 | 4,781 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $321,479 | 4,387 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $277,714 | 3,673 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $308,831 | 4,003 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $303,095 | 1,092 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $219,755 | 915 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $112,610 | 468 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||