Activest Wealth Management

Position in NEE — Nextera Energy Inc

CIK 1883134 AVENTURA, FL

Position in NEE

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$45,325

+$11,688 QoQ

Shares Held

488

+16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Activest Wealth Management holds $454,607 across 23 Utilities - Regulated Electric names. NEE ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	1,671	$122,283
2	PCG	PG&E Corp	4,733	$83,158
3	NEE	Nextera Energy Inc This page	488	$45,325
4	SO	Southern Co	381	$36,774
5	DUK	Duke Energy CORP	253	$33,127
6	ES	Eversource Energy	393	$27,227
7	AEE	Ameren Corp	244	$26,820
8	ED	Consolidated Edison Inc	165	$18,674

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,325	488	+16.5%	Shares	Sole	2026-04-15
2025-12-31	$33,637	419	-6.1%	Shares	Sole	2026-01-30
2025-09-30	$33,668	446	+26.0%	Shares	Sole	2025-11-03
2025-06-30	$24,574	354	+79.7%	Shares	Sole	2025-07-29
2025-03-31	$13,965	197	+2362.5%	Shares	Sole	2025-05-15
2024-12-31	$573	8	—	Shares	Sole	2025-01-28
2024-09-30	$0	0	-100.0%	Shares	Sole	2024-11-12
2024-06-30	$14,374	203	+0.5%	Shares	Sole	2024-07-30
2024-03-31	$12,909	202	+0.5%	Shares	Sole	2024-04-24
2023-12-31	$12,208	201	+0.5%	Shares	Sole	2024-01-19
2023-09-30	$11,458	200	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$14,765	199	+947.4%	Shares	Sole	2023-07-21
2022-12-31	$1,588	19	0.0%	Shares	Sole	2023-01-18
2022-09-30	$1,489	19	-85.5%	Shares	Sole	2022-10-13
2022-03-31	$11,097	131	-7.1%	Shares	Sole	2022-04-26
2021-09-30	$11,071	141	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.