SAX WEALTH ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1846150 PARSIPPANY, NJ

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,316,864

+$354,589 QoQ

Shares Held

26,397

+24.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,113

of 2,993 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Utilities · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $6,891,098 across 8 Utilities - Regulated Electric names. NEE ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	26,397	$2,316,864
2	ED	Consolidated Edison Inc	8,715	$964,140
3	D	Dominion Energy, Inc	12,180	$831,772
4	PEG	Public Service Enterprise Group Inc	10,009	$812,330
5	SO	Southern Co	6,567	$628,527
6	AEP	American Electric Power Co Inc	3,646	$498,809
7	DUK	Duke Energy CORP	3,861	$488,725
8	ES	Eversource Energy	4,842	$349,931

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,316,864	26,397	+24.9%	Shares	Sole	2026-07-09
2026-03-31	$1,962,275	21,127	-2.2%	Shares	Sole	2026-04-08
2025-12-31	$1,734,048	21,600	+11.5%	Shares	Sole	2026-01-12
2025-09-30	$1,462,996	19,380	+0.6%	Shares	Sole	2025-10-20
2025-06-30	$1,337,168	19,262	+14.8%	Shares	Sole	2025-07-23
2025-03-31	$1,189,675	16,782	+254.9%	Shares	Sole	2025-05-14
2024-12-31	$338,950	4,728	+59.3%	Shares	Sole	2025-01-15
2024-09-30	$250,885	2,968	+14.3%	Shares	Sole	2024-10-17
2022-06-30	$201,086	2,596	-43.5%	Shares	Sole	2022-08-11
2022-03-31	$389,327	4,596	0.0%	Shares	Sole	2022-08-11
2021-12-31	$429,082	4,596	+3.4%	Shares	Sole	2022-02-07
2021-09-30	$349,178	4,447	-49.1%	Shares	Sole	2021-12-10
2021-06-30	$640,393	8,739	-12.7%	Shares	Sole	2021-08-12
2021-03-31	$756,553	10,006	+29.2%	Shares	Sole	2021-05-14
2020-12-31	$597,449	7,744	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.