Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,529,561
-$128,727 QoQ
Shares Held
74,394
+3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#714
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, 2026Cornerstone Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. NEE ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
108,936 | $10,426,264 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
74,394 | $6,529,561 | |
| 3 | FE |
Firstenergy Corp
|
108,819 | $5,173,255 | |
| 4 | DUK |
Duke Energy CORP
|
23,276 | $2,946,276 | |
| 5 | D |
Dominion Energy, Inc
|
16,549 | $1,130,131 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,139 | $566,256 | |
| 7 | ED |
Consolidated Edison Inc
|
3,536 | $391,187 | |
| 8 | EXC |
Exelon Corp
|
6,153 | $286,852 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,529,561 | 74,394 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,658,288 | 71,687 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,974,647 | 24,597 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,863,017 | 24,679 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,771,598 | 25,520 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,837,752 | 25,924 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,981,511 | 27,640 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,230,249 | 14,554 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,203,132 | 16,991 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $912,059 | 14,271 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $211,375 | 3,480 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,264,209 | 74,432 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,620,724 | 75,751 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,748,163 | 74,574 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,307,034 | 75,443 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,969,431 | 76,131 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,856,053 | 75,601 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,790,013 | 68,351 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,904,375 | 106,088 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $7,972,685 | 101,537 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,533,351 | 89,156 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,514,125 | 46,477 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,104,611 | 53,203 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $5,835,699 | 21,025 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,856,717 | 20,222 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,632,897 | 19,254 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||