Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$464,829
-$22,604 QoQ
Shares Held
5,296
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,112
of 2,988 holders
Holding Since
Sep 2022
16 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, 2026Onyx Bridge Wealth Group LLC holds $4,246,994 across 6 Utilities - Regulated Electric names. NEE ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
15,149 | $1,675,933 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
12,405 | $1,006,789 | |
| 3 | NEE |
Nextera Energy Inc
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|
5,296 | $464,829 | |
| 4 | DUK |
Duke Energy CORP
|
3,459 | $437,839 | |
| 5 | EXC |
Exelon Corp
|
9,362 | $436,455 | |
| 6 | FE |
Firstenergy Corp
|
4,736 | $225,149 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,829 | 5,296 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $487,433 | 5,248 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $402,041 | 5,008 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $303,166 | 4,016 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $245,746 | 3,540 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $250,950 | 3,540 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $347,553 | 4,848 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $418,169 | 4,947 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $365,946 | 5,168 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $333,993 | 5,226 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $310,442 | 5,111 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $309,595 | 5,404 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $391,553 | 5,277 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $344,624 | 4,471 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $279,391 | 3,342 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $277,649 | 3,541 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||