WCG Wealth Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1855713 LAS VEGAS, NV

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,291,798

-$162,145 QoQ

Shares Held

14,718

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,464

of 3,000 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $15,395,546 across 6 Utilities - Regulated Electric names. NEE ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	91,435	$6,244,096
2	DUK	Duke Energy CORP	24,035	$3,042,350
3	SO	Southern Co	26,068	$2,494,968
4	ETR	Entergy Corp /De/	11,247	$1,291,830
5	NEE	Nextera Energy Inc This page	14,718	$1,291,798
6	EVRG	Evergy, Inc.	11,923	$1,030,504

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,291,798	14,718	-6.0%	Shares	Sole	2026-08-14
2026-03-31	$1,453,943	15,654	+11.3%	Shares	Sole	2026-05-12
2025-12-31	$1,128,897	14,062	+27.2%	Shares	Sole	2026-02-10
2025-06-30	$767,299	11,053	-3.1%	Shares	Sole	2025-08-13
2025-03-31	$808,925	11,411	-3.6%	Shares	Sole	2025-05-15
2023-09-30	$678,027	11,835	-22.5%	Shares	Sole	2023-11-13
2023-03-31	$1,177,705	15,279	-0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,277,826	15,285	+10.2%	Shares	Sole	2023-02-14
2022-09-30	$196,103	2,501	—	Principal	Sole	2022-11-14
2022-09-30	$1,087,703	13,872	-71.3%	Shares	Sole	2022-11-14
2022-06-30	$3,742,247	48,312	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.