MBE Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1775850 TOMAH, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$374,514

-$21,433 QoQ

Shares Held

4,267

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,286

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

MBE Wealth Management, LLC holds $2,491,930 across 6 Utilities - Regulated Electric names. NEE ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGEE	Mge Energy Inc	9,918	$808,713
2	LNT	Alliant Energy Corp	5,666	$432,259
3	NEE	Nextera Energy Inc This page	4,267	$374,514
4	SO	Southern Co	3,512	$336,133
5	WEC	Wec Energy Group, Inc.	2,793	$326,138
6	DUK	Duke Energy CORP	1,692	$214,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,514	4,267	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$395,947	4,263	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$341,912	4,259	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$321,209	4,255	+16.8%	Shares	Sole	2025-10-28
2025-06-30	$252,827	3,642	+0.1%	Shares	Sole	2025-07-16
2025-03-31	$257,897	3,638	+2.1%	Shares	Sole	2025-04-22
2024-12-31	$255,359	3,562	+0.1%	Shares	Sole	2025-01-22
2024-09-30	$300,757	3,558	-11.7%	Shares	Sole	2024-10-21
2024-06-30	$285,364	4,030	+2.0%	Shares	Sole	2024-07-22
2024-03-31	$252,508	3,951	+1.0%	Shares	Sole	2024-04-22
2023-12-31	$237,614	3,912	+1.0%	Shares	Sole	2024-01-29
2023-09-30	$221,941	3,874	+0.4%	Shares	Sole	2023-10-16
2023-06-30	$286,412	3,860	+0.1%	Shares	Sole	2023-07-17
2023-03-31	$297,297	3,857	+1.4%	Shares	Sole	2023-04-20
2022-12-31	$318,098	3,805	-0.8%	Shares	Sole	2023-01-18
2022-09-30	$300,623	3,834	-13.1%	Shares	Sole	2022-10-20
2022-06-30	$341,753	4,412	+0.0%	Shares	Sole	2022-07-19
2022-03-31	$373,571	4,410	-2.1%	Shares	Sole	2022-04-20
2021-12-31	$420,586	4,505	+2.2%	Shares	Sole	2022-01-19
2021-09-30	$345,959	4,406	-0.4%	Shares	Sole	2021-10-25
2021-06-30	$324,190	4,424	+0.0%	Shares	Sole	2021-07-19
2021-03-31	$334,347	4,422	-7.6%	Shares	Sole	2021-04-26
2020-12-31	$369,085	4,784	+364.9%	Shares	Sole	2021-01-19
2020-09-30	$285,609	1,029	0.0%	Shares	Sole	2020-10-19
2020-06-30	$247,134	1,029	+0.1%	Shares	Sole	2020-08-14
2020-03-31	$247,357	1,028	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.