Golden State Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1776033 SANTA ANA, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$703,476

+$43,750 QoQ

Shares Held

8,015

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,797

of 2,993 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $5,478,576 across 21 Utilities - Regulated Electric names. NEE ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	11,834	$1,619,009
2	SO	Southern Co	9,441	$903,598
3	DUK	Duke Energy CORP	5,872	$743,277
4	NEE	Nextera Energy Inc This page	8,015	$703,476
5	PEG	Public Service Enterprise Group Inc	6,870	$557,569
6	EIX	Edison International	3,464	$257,894
7	XEL	Xcel Energy Inc	2,027	$162,768
8	ED	Consolidated Edison Inc	1,396	$154,439

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,476	8,015	+12.8%	Shares	Sole	2026-07-22
2026-03-31	$659,726	7,103	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$573,279	7,141	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$532,355	7,052	-4.1%	Shares	Sole	2025-11-03
2025-06-30	$510,653	7,356	-3.2%	Shares	Sole	2025-08-06
2025-03-31	$538,622	7,598	+9.9%	Shares	Sole	2025-04-24
2024-12-31	$495,808	6,916	-29.5%	Shares	Sole	2025-01-28
2022-03-31	$830,412	9,803	-37.5%	Shares	Sole	2022-05-19
2021-12-31	$1,465,191	15,694	+60.9%	Shares	Sole	2022-02-14
2021-09-30	$765,648	9,751	-1.3%	Shares	Sole	2021-11-15
2021-06-30	$724,006	9,880	+91.8%	Shares	Sole	2021-08-12
2020-12-31	$397,322	5,150	+345.9%	Shares	Sole	2021-01-28
2020-06-30	$277,396	1,155	+452.6%	Shares	Sole	2020-08-13
2020-03-31	$50,289	209	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.