Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,134,866
+$196,686 QoQ
Shares Held
12,930
+28.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,533
of 2,999 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,339,228 across 2 Utilities - Regulated Electric names. NEE ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
17,636 | $1,204,362 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
12,930 | $1,134,866 |
All Filings in NEE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,866 | 12,930 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $938,180 | 10,101 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||