Signature Wealth Management Partners, LLC
Position in NEE — Nextera Energy Inc
CIK 1824694
MONTVALE, NJ
Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,527,900
-$94,249 QoQ
Shares Held
17,408
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,373
of 3,000 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Signature Wealth Management Partners, LLC holds $3,874,410 across 3 Utilities - Regulated Electric names. NEE ranks #1 (39.4% of the industry book) .
All Filings in NEE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,527,900 | 17,408 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,622,149 | 17,465 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,377,444 | 17,158 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,295,257 | 17,158 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,191,108 | 17,158 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $614,616 | 8,670 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $621,552 | 8,670 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $732,875 | 8,670 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $632,191 | 8,928 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $570,077 | 8,920 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $465,875 | 7,670 | Shares | Sole | 2024-01-19 | |
| 2023-03-31 | $989,707 | 12,840 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,066,736 | 12,760 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,000,511 | 12,760 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $988,389 | 12,760 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,080,899 | 12,760 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,217,040 | 13,036 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,047,613 | 13,342 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $977,701 | 13,342 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,008,788 | 13,342 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||