Tradition Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1843010 EDINA, MN

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$671,528

-$32,409 QoQ

Shares Held

7,651

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,835

of 3,000 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $4,768,348 across 6 Utilities - Regulated Electric names. NEE ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	30,610	$2,457,983
2	SO	Southern Co	7,167	$685,953
3	NEE	Nextera Energy Inc This page	7,651	$671,528
4	AEP	American Electric Power Co Inc	2,870	$392,644
5	DUK	Duke Energy CORP	2,676	$338,728
6	WEC	Wec Energy Group, Inc.	1,897	$221,512

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$671,528	7,651	+0.9%	Shares	Sole	2026-08-11
2026-03-31	$703,937	7,579	+3.9%	Shares	Sole	2026-05-15
2025-12-31	$585,722	7,296	-2.1%	Shares	Sole	2026-02-11
2025-09-30	$562,777	7,455	+4.7%	Shares	Sole	2025-11-13
2025-06-30	$494,270	7,120	+7.5%	Shares	Sole	2025-08-12
2025-03-31	$469,646	6,625	+2.2%	Shares	Sole	2025-05-14
2024-12-31	$464,694	6,482	+4.5%	Shares	Sole	2025-02-13
2024-09-30	$524,424	6,204	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$430,453	6,079	+2.8%	Shares	Sole	2024-08-12
2024-03-31	$377,772	5,911	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$356,543	5,870	+15.8%	Shares	Sole	2024-02-12
2023-09-30	$290,517	5,071	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$384,504	5,182	+1.6%	Shares	Sole	2023-08-14
2023-03-31	$393,108	5,100	+5.2%	Shares	Sole	2023-05-12
2022-12-31	$405,125	4,846	-3.8%	Shares	Sole	2023-02-03
2022-09-30	$394,872	5,036	+37.1%	Shares	Sole	2022-11-14
2022-06-30	$284,510	3,673	+25.9%	Shares	Sole	2022-08-02
2022-03-31	$247,183	2,918	-14.3%	Shares	Sole	2022-05-11
2021-12-31	$317,984	3,406	-10.1%	Shares	Sole	2022-02-14
2021-09-30	$297,590	3,790	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$269,743	3,681	-2.0%	Shares	Sole	2021-08-09
2021-03-31	$284,142	3,758	+12.2%	Shares	Sole	2021-05-14
2020-12-31	$258,375	3,349	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.