Tower Wealth Partners, Inc.

Position in NEE — Nextera Energy Inc

CIK 1852808 LEWISBURG, PA

Position in NEE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$228,816

-$21,031 QoQ

Shares Held

2,607

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,618

of 2,988 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tower Wealth Partners, Inc. holds $2,070,589 across 4 Utilities - Regulated Electric names. NEE ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	34,783	$1,264,362
2	WEC	Wec Energy Group, Inc.	2,495	$291,341
3	DUK	Duke Energy CORP	2,260	$286,070
4	NEE	Nextera Energy Inc This page	2,607	$228,816

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,816	2,607	-3.1%	Shares	Sole	2026-08-12
2026-03-31	$249,847	2,690	+0.1%	Shares	Sole	2026-05-08
2025-12-31	$215,792	2,688	-23.3%	Shares	Sole	2026-01-16
2023-06-30	$259,996	3,504	0.0%	Shares	Sole	2023-07-31
2023-03-31	$270,088	3,504	+3.1%	Shares	Sole	2023-05-04
2022-12-31	$284,240	3,400	+7.6%	Shares	Sole	2023-01-31
2022-09-30	$247,697	3,159	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$236,640	3,055	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$262,855	3,103	-1.5%	Shares	Sole	2022-04-15
2021-12-31	$294,084	3,150	-3.6%	Shares	Sole	2022-02-11
2021-09-30	$256,524	3,267	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$239,772	3,272	+3.6%	Shares	Sole	2021-08-12
2021-03-31	$238,776	3,158	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$243,485	3,156	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.