WEALTH ALLIANCE, LLC

Position in NEE — Nextera Energy Inc

CIK 1793904 MELLVILLE, NY

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,659,431

-$445,918 QoQ

Shares Held

30,300

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,043

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, 2026

WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. NEE ranks #1 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	30,300	$2,659,431
2	WEC	Wec Energy Group, Inc.	22,729	$2,654,065
3	DUK	Duke Energy CORP	18,450	$2,335,401
4	NGG	National Grid PLC	22,309	$1,848,746
5	FE	Firstenergy Corp	37,597	$1,787,361
6	PPL	PPL Corp	34,332	$1,247,968
7	XEL	Xcel Energy Inc	12,129	$973,958
8	SO	Southern Co	7,678	$734,861

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,659,431	30,300	-9.4%	Shares	Defined	2026-08-11
2026-03-31	$3,105,349	33,434	-4.5%	Shares	Defined	2026-05-14
2025-12-31	$2,810,923	35,014	-1.9%	Shares	Defined	2026-02-13
2025-09-30	$2,694,691	35,696	+1.6%	Shares	Defined	2025-11-07
2025-06-30	$2,438,863	35,132	+0.5%	Shares	Defined	2025-08-08
2025-03-31	$2,477,818	34,953	+0.8%	Shares	Defined	2025-05-05
2024-12-31	$2,485,707	34,673	-12.6%	Shares	Defined	2025-02-03
2024-09-30	$3,352,544	39,661	-2.8%	Shares	Defined	2024-11-04
2024-06-30	$2,890,251	40,817	+20.2%	Shares	Defined	2024-08-09
2024-03-31	$2,170,894	33,968	-11.2%	Shares	Defined	2024-05-10
2023-12-31	$2,322,150	38,231	+2.1%	Shares	Defined	2024-01-30
2023-09-30	$2,144,536	37,433	+3.2%	Shares	Defined	2023-11-09
2023-06-30	$2,690,492	36,260	+4.4%	Shares	Defined	2023-08-02
2023-03-31	$2,675,986	34,717	+13.4%	Shares	Defined	2023-05-11
2022-12-31	$2,560,249	30,625	+2.1%	Shares	Defined	2023-02-13
2022-09-30	$2,352,926	30,008	-1.7%	Shares	Defined	2022-11-14
2022-06-30	$2,365,395	30,537	+18.4%	Shares	Defined	2022-10-11
2022-03-31	$2,185,348	25,798	+63.5%	Shares	Defined	2022-05-10
2021-12-31	$1,473,407	15,782	-15.5%	Shares	Defined	2022-02-14
2021-09-30	$1,466,125	18,672	+0.2%	Shares	Defined	2021-11-12
2021-06-30	$1,365,059	18,628	+11.3%	Shares	Defined	2021-08-16
2021-03-31	$1,265,787	16,741	-11.7%	Shares	Defined	2021-05-18
2020-12-31	$1,463,458	18,969	+371.2%	Shares	Defined	2021-02-11
2020-09-30	$1,117,456	4,026	+3.5%	Shares	Defined	2020-12-01
2020-06-30	$934,501	3,891	-0.5%	Shares	Defined	2020-08-14
2020-03-31	$941,305	3,912	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.