Bradley & Co. Private Wealth Management, LLC
Position in NEE — Nextera Energy Inc
CIK 1861678
MIAMI, FL
Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$341,775
-$122,903 QoQ
Shares Held
3,894
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,333
of 3,000 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $377,119 across 4 Utilities - Regulated Electric names. NEE ranks #1 (90.6% of the industry book) .
All Filings in NEE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,775 | 3,894 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $464,678 | 5,003 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $312,610 | 3,894 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $293,957 | 3,894 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $270,321 | 3,894 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $276,045 | 3,894 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $279,160 | 3,894 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $275,733 | 3,894 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $248,865 | 3,894 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $230,203 | 3,790 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $217,128 | 3,790 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $281,217 | 3,790 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $292,132 | 3,790 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $316,843 | 3,790 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $297,173 | 3,790 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $293,572 | 3,790 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $316,476 | 3,736 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $348,792 | 3,736 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $293,350 | 3,736 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $175,138 | 2,390 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $180,707 | 2,390 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||