Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$254,357
-$10,165 QoQ
Shares Held
2,898
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,535
of 3,000 holders
Holding Since
Dec 2022
10 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, 2026Sterling Group Wealth Management, LLC holds $829,334 across 2 Utilities - Regulated Electric names. NEE ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
7,723 | $574,977 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,898 | $254,357 |
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,357 | 2,898 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $264,522 | 2,848 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $223,178 | 2,780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $209,862 | 2,780 | Shares | Sole | 2025-10-06 | |
| 2024-09-30 | $234,993 | 2,780 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $507,239 | 8,351 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $482,439 | 8,421 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $630,551 | 8,498 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $664,583 | 8,622 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $684,684 | 8,190 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||