Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$274,105
-$53,204 QoQ
Shares Held
3,123
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,475
of 3,000 holders
Holding Since
Dec 2020
3 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, 2026Altus Wealth Group LLC holds $2,729,707 across 2 Utilities - Regulated Electric names. NEE ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
17,949 | $2,455,602 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,123 | $274,105 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,105 | 3,123 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $327,309 | 3,524 | Shares | Sole | 2026-04-27 | |
| 2020-12-31 | $28,699 | 372 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||