Lineweaver Wealth Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1797873 VALLEY VIEW, OH

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,464,333

+$26,248 QoQ

Shares Held

50,864

+6.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#838

of 3,000 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lineweaver Wealth Advisors, LLC holds $9,926,617 across 4 Utilities - Regulated Electric names. NEE ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	50,864	$4,464,333
2	DUK	Duke Energy CORP	21,997	$2,784,380
3	SO	Southern Co	25,615	$2,451,611
4	EXC	Exelon Corp	4,854	$226,293

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,464,333	50,864	+6.4%	Shares	Sole	2026-07-09
2026-03-31	$4,438,085	47,783	-6.5%	Shares	Sole	2026-04-08
2025-12-31	$4,103,512	51,115	+9.3%	Shares	Sole	2026-01-14
2025-09-30	$3,529,232	46,751	-2.7%	Shares	Sole	2025-10-10
2025-06-30	$3,334,797	48,038	+9.5%	Shares	Sole	2025-07-09
2025-03-31	$3,109,944	43,870	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$3,141,527	43,821	+11.8%	Shares	Sole	2025-02-05
2024-09-30	$3,314,252	39,208	+4.4%	Shares	Sole	2024-10-25
2024-06-30	$2,660,119	37,567	+2.0%	Shares	Sole	2024-08-02
2024-03-31	$2,354,763	36,845	+8.1%	Shares	Sole	2024-04-30
2023-12-31	$2,070,687	34,091	+124.4%	Shares	Sole	2024-01-19
2023-09-30	$870,521	15,195	+600.6%	Shares	Sole	2023-10-19
2021-12-31	$202,497	2,169	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.