San Luis Wealth Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1844709 SAN LUIS OBISPO, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$269,804

-$12,365 QoQ

Shares Held

3,074

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,481

of 3,000 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $4,959,720 across 7 Utilities - Regulated Electric names. NEE ranks #7 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	16,137	$1,101,995
2	ES	Eversource Energy	14,850	$1,073,209
3	AEP	American Electric Power Co Inc	7,143	$977,233
4	PEG	Public Service Enterprise Group Inc	9,576	$777,188
5	EIX	Edison International	5,648	$420,493
6	AEE	Ameren Corp	3,006	$339,798
7	NEE	Nextera Energy Inc This page	3,074	$269,804

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,804	3,074	+1.2%	Shares	Sole	2026-07-16
2026-03-31	$282,169	3,038	+1.2%	Shares	Sole	2026-04-29
2025-12-31	$241,080	3,003	-10.5%	Shares	Sole	2026-01-26
2025-09-30	$253,193	3,354	-15.2%	Shares	Sole	2025-11-18
2023-06-30	$293,312	3,953	-17.8%	Shares	Sole	2023-08-02
2023-03-31	$370,677	4,809	-15.6%	Shares	Sole	2023-05-10
2022-12-31	$476,269	5,697	-34.6%	Shares	Sole	2023-02-02
2022-09-30	$682,637	8,706	+56.7%	Shares	Sole	2022-10-26
2022-06-30	$430,290	5,555	-27.7%	Shares	Sole	2022-08-10
2022-03-31	$650,488	7,679	0.0%	Shares	Sole	2022-05-10
2021-12-31	$716,911	7,679	-28.0%	Shares	Sole	2022-02-14
2021-09-30	$837,651	10,668	-8.1%	Shares	Sole	2021-11-09
2020-12-31	$895,865	11,612	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.