AAFMAA Wealth Management & Trust LLC
Position in NEE — Nextera Energy Inc
CIK 1846160
FAYETTEVILLE, NC
Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,229,832
-$295,628 QoQ
Shares Held
14,012
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,487
of 2,999 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $3,521,137 across 3 Utilities - Regulated Electric names. NEE ranks #2 (34.9% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,832 | 14,012 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $1,525,460 | 16,424 | Shares | Other | 2026-04-08 | |
| 2025-12-31 | $2,113,049 | 26,321 | Shares | Other | 2026-01-07 | |
| 2025-09-30 | $2,069,859 | 27,419 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,912,937 | 27,556 | Shares | Other | 2025-07-16 | |
| 2025-03-31 | $1,384,835 | 19,535 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||