Xcel Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1791002 Holly Hill, FL

Position in NEE

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

Position Value

$5,856,365

-$552,355 QoQ

Shares Held

66,724

-3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#745

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $8,516,698 across 5 Utilities - Regulated Electric names. NEE ranks #1 (68.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	66,724	$5,856,365
2	SO	Southern Co	10,872	$1,040,559
3	PPL	PPL Corp	21,866	$794,829
4	D	Dominion Energy, Inc	6,397	$436,851
5	DUK	Duke Energy CORP	3,066	$388,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,856,365	66,724	-3.3%	Shares	Sole	2026-07-24
2026-03-31	$6,408,720	69,000	-6.0%	Shares	Sole	2026-04-21
2025-12-31	$5,895,923	73,442	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$5,553,044	73,560	+1.2%	Shares	Sole	2025-10-29
2025-06-30	$5,046,278	72,692	+13.2%	Shares	Sole	2025-07-15
2025-03-31	$4,553,548	64,234	+10.1%	Shares	Sole	2025-04-28
2024-12-31	$4,184,186	58,365	-3.1%	Shares	Sole	2025-02-05
2024-09-30	$5,090,396	60,220	+2.3%	Shares	Sole	2024-10-21
2024-06-30	$4,168,867	58,874	-3.8%	Shares	Sole	2024-07-23
2024-03-31	$3,909,438	61,171	+24.0%	Shares	Sole	2024-04-22
2023-12-31	$2,995,818	49,322	-14.7%	Shares	Sole	2024-01-29
2023-09-30	$3,314,226	57,850	+23.8%	Shares	Sole	2023-10-17
2023-06-30	$3,468,033	46,739	+342.2%	Shares	Sole	2023-07-26
2023-03-31	$814,658	10,569	-5.5%	Shares	Sole	2023-04-26
2022-12-31	$935,149	11,186	+0.6%	Shares	Sole	2023-02-15
2022-09-30	$871,762	11,118	0.0%	Shares	Sole	2022-10-20
2022-06-30	$861,200	11,118	+0.0%	Shares	Sole	2022-07-26
2022-03-31	$941,721	11,117	-9.5%	Shares	Sole	2022-04-29
2021-12-31	$1,146,927	12,285	+5.5%	Shares	Sole	2022-02-03
2021-09-30	$914,286	11,644	0.0%	Shares	Sole	2021-10-21
2021-06-30	$853,272	11,644	-10.0%	Shares	Sole	2021-07-15
2021-03-31	$978,695	12,944	+0.8%	Shares	Sole	2021-04-15
2020-12-31	$990,914	12,844	+300.0%	Shares	Sole	2021-01-13
2020-09-30	$891,245	3,211	+11.3%	Shares	Sole	2020-10-27
2020-06-30	$693,130	2,886	+69.4%	Shares	Sole	2020-07-10
2020-03-31	$410,016	1,704	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.