SkyOak Wealth, LLC

Position in NEE — Nextera Energy Inc

CIK 1800379 SOUTHFIELD, MI

Position in NEE

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

Position Value

$3,391,959

-$246,893 QoQ

Shares Held

38,646

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#945

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

SkyOak Wealth, LLC holds $4,929,925 across 6 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	38,646	$3,391,959
2	ED	Consolidated Edison Inc	4,453	$492,635
3	DTE	Dte Energy Co	2,078	$316,624
4	SO	Southern Co	3,031	$290,097
5	CMS	Cms Energy Corp	3,000	$229,500
6	DUK	Duke Energy CORP	1,652	$209,110

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,391,959	38,646	-1.4%	Shares	Sole	2026-07-30
2026-03-31	$3,638,852	39,178	-0.7%	Shares	Sole	2026-04-30
2025-12-31	$3,167,848	39,460	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$2,983,742	39,525	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$2,773,537	39,953	0.0%	Shares	Sole	2025-07-30
2025-03-31	$2,832,268	39,953	-1.3%	Shares	Sole	2025-05-01
2024-12-31	$2,902,369	40,485	+3.0%	Shares	Sole	2025-01-24
2024-09-30	$3,321,268	39,291	-0.4%	Shares	Sole	2024-11-04
2024-06-30	$2,794,091	39,459	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$2,574,550	40,284	-0.3%	Shares	Sole	2024-04-29
2023-12-31	$2,453,045	40,386	-9.5%	Shares	Sole	2024-01-12
2023-09-30	$2,556,222	44,619	-0.3%	Shares	Sole	2023-10-24
2023-06-30	$3,321,117	44,759	-3.7%	Shares	Sole	2023-07-20
2023-03-31	$3,581,290	46,462	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$3,880,210	46,414	+2.0%	Shares	Sole	2023-01-26
2022-09-30	$3,566,870	45,490	-2.1%	Shares	Sole	2022-10-25
2022-06-30	$3,599,023	46,463	+1.3%	Shares	Sole	2022-07-26
2022-03-31	$3,883,699	45,847	+1.4%	Shares	Sole	2022-04-18
2021-12-31	$4,221,739	45,220	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$3,537,954	45,058	+0.1%	Shares	Sole	2021-10-21
2021-06-30	$3,300,091	45,034	-0.8%	Shares	Sole	2021-07-19
2021-03-31	$3,433,676	45,413	-1.1%	Shares	Sole	2021-04-29
2020-12-31	$3,541,339	45,902	+300.0%	Shares	Sole	2021-02-02
2020-09-30	$3,185,278	11,476	-4.4%	Shares	Sole	2020-11-03
2020-06-30	$2,884,441	12,010	-0.2%	Shares	Sole	2020-08-10
2020-03-31	$2,894,658	12,030	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.