FWG Holdings, LLC

Position in NEE — Nextera Energy Inc

CIK 1862067 WINTER PARK, FL

Position in NEE

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

Position Value

$1,342,091

+$75,858 QoQ

Shares Held

15,291

+12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,443

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FWG Holdings, LLC holds $2,244,264 across 3 Utilities - Regulated Electric names. NEE ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	15,291	$1,342,091
2	DUK	Duke Energy CORP	3,927	$497,079
3	AEP	American Electric Power Co Inc	2,961	$405,094

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,342,091	15,291	+12.2%	Shares	Sole	2026-08-14
2026-03-31	$1,266,233	13,633	-17.0%	Shares	Sole	2026-04-13
2025-12-31	$1,318,358	16,422	0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,239,696	16,422	+3.2%	Shares	Sole	2025-10-30
2025-06-30	$1,105,027	15,918	+4.9%	Shares	Sole	2025-08-05
2025-03-31	$1,076,181	15,181	+15.7%	Shares	Sole	2025-05-02
2024-12-31	$940,716	13,122	+6.5%	Shares	Sole	2025-02-07
2024-09-30	$1,041,071	12,316	+2.2%	Shares	Sole	2024-11-08
2024-06-30	$852,906	12,045	+9.5%	Shares	Sole	2024-07-31
2024-03-31	$702,882	10,998	-26.3%	Shares	Sole	2024-05-13
2023-12-31	$906,180	14,919	+28.5%	Shares	Sole	2024-01-12
2023-09-30	$664,907	11,606	+11.0%	Shares	Sole	2023-10-12
2023-06-30	$775,612	10,453	+19.6%	Shares	Sole	2023-08-10
2023-03-31	$673,525	8,738	+11.0%	Shares	Sole	2023-05-12
2022-12-31	$657,932	7,870	-6.3%	Shares	Sole	2023-02-07
2022-09-30	$658,565	8,399	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$668,015	8,624	-9.5%	Shares	Sole	2022-08-15
2022-03-31	$807,540	9,533	+118.9%	Shares	Sole	2022-05-16
2021-12-31	$406,489	4,354	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.