Alaethes Wealth, LLC

Position in NEE — Nextera Energy Inc

CIK 1859677 GLENBROOK, NV

Position in NEE

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

Position Value

$2,495,301

-$144,069 QoQ

Shares Held

28,430

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,075

of 3,000 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Alaethes Wealth, LLC holds $8,697,598 across 4 Utilities - Regulated Electric names. NEE ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	28,430	$2,495,301
2	SO	Southern Co	23,659	$2,264,402
3	DUK	Duke Energy CORP	16,845	$2,132,240
4	D	Dominion Energy, Inc	26,441	$1,805,655

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,495,301	28,430	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,639,370	28,417	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$2,272,566	28,308	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$2,147,388	28,446	+14.9%	Shares	Sole	2025-11-13
2025-06-30	$1,718,283	24,752	+82.9%	Shares	Sole	2025-08-15
2022-06-30	$1,048,188	13,532	+3.7%	Shares	Sole	2022-08-16
2022-03-31	$1,105,041	13,045	+11.5%	Shares	Sole	2022-05-16
2021-12-31	$1,092,125	11,698	+8.8%	Shares	Sole	2022-02-15
2021-09-30	$844,168	10,751	+5.4%	Shares	Sole	2021-11-16
2021-06-30	$747,749	10,204	+28.8%	Shares	Sole	2021-08-13
2021-03-31	$598,982	7,922	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.