WealthTrust Asset Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1867894 Destin, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$250,407

-$14,393 QoQ

Shares Held

2,853

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,539

of 2,988 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WealthTrust Asset Management, LLC holds $1,118,711 across 4 Utilities - Regulated Electric names. NEE ranks #4 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	3,595	$344,077
2	AEP	American Electric Power Co Inc	1,998	$273,346
3	DUK	Duke Energy CORP	1,982	$250,881
4	NEE	Nextera Energy Inc This page	2,853	$250,407

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,407	2,853	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$264,800	2,851	+7.3%	Shares	Sole	2026-05-06
2025-12-31	$213,303	2,657	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$200,425	2,655	+0.2%	Shares	Sole	2025-11-12
2024-09-30	$223,919	2,649	-11.3%	Shares	Sole	2024-11-12
2023-06-30	$221,561	2,986	+0.5%	Shares	Sole	2023-08-04
2023-03-31	$229,004	2,971	+0.7%	Shares	Sole	2023-04-28
2022-12-31	$246,536	2,949	+3.0%	Shares	Sole	2023-02-06
2022-09-30	$224,566	2,864	+8.9%	Shares	Sole	2022-11-03
2022-06-30	$203,642	2,629	+0.6%	Shares	Sole	2022-08-08
2022-03-31	$221,431	2,614	+0.5%	Shares	Sole	2022-05-27
2021-12-31	$242,922	2,602	+0.4%	Shares	Sole	2022-05-27
2021-09-30	$203,445	2,591	—	Shares	Sole	2021-10-27
No filing history on record for this holder in this stock.