BCGM Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1830467 LAFAYETTE, IN

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$304,474

-$26,457 QoQ

Shares Held

3,469

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,398

of 2,993 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BCGM Wealth Management, LLC holds $2,285,624 across 4 Utilities - Regulated Electric names. NEE ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	11,801	$805,890
2	DUK	Duke Energy CORP	5,624	$711,885
3	AEP	American Electric Power Co Inc	3,387	$463,375
4	NEE	Nextera Energy Inc This page	3,469	$304,474

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,474	3,469	-2.6%	Shares	Sole	2026-08-04
2026-03-31	$330,931	3,563	+3.5%	Shares	Sole	2026-05-05
2025-12-31	$276,243	3,441	-1.4%	Shares	Sole	2026-01-07
2025-09-30	$263,460	3,490	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.