Marion Wealth Management

Position in NEE — Nextera Energy Inc

CIK 1911097 MONROEVILLE, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,790,244

-$117,418 QoQ

Shares Held

20,397

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,275

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

Marion Wealth Management holds $3,768,105 across 4 Utilities - Regulated Electric names. NEE ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	20,397	$1,790,244
2	AEP	American Electric Power Co Inc	11,053	$1,512,160
3	EXC	Exelon Corp	5,463	$254,685
4	PEG	Public Service Enterprise Group Inc	2,600	$211,016

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,790,244	20,397	-0.7%	Shares	Sole	2026-07-16
2026-03-31	$1,907,662	20,539	-2.7%	Shares	Sole	2026-05-12
2025-12-31	$1,693,988	21,101	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$1,583,478	20,976	+0.9%	Shares	Sole	2025-10-10
2025-06-30	$1,443,380	20,792	+1.7%	Shares	Sole	2025-08-05
2025-03-31	$1,448,778	20,437	+2.1%	Shares	Sole	2025-04-08
2024-12-31	$1,435,090	20,018	+1.8%	Shares	Sole	2025-01-13
2024-09-30	$1,662,789	19,671	+2.5%	Shares	Sole	2024-10-07
2024-06-30	$1,358,277	19,182	+1.2%	Shares	Sole	2024-07-09
2024-03-31	$1,210,966	18,948	+1.8%	Shares	Sole	2024-04-08
2023-12-31	$1,130,796	18,617	+18.4%	Shares	Sole	2024-01-10
2023-09-30	$900,656	15,721	+5.8%	Shares	Sole	2023-10-18
2023-06-30	$1,102,315	14,856	+3.3%	Shares	Sole	2023-07-24
2023-03-31	$1,108,641	14,383	+3.4%	Shares	Sole	2023-04-24
2022-12-31	$1,162,792	13,909	+11.5%	Shares	Sole	2023-01-19
2022-09-30	$978,243	12,476	+29.0%	Shares	Sole	2022-11-10
2022-06-30	$748,960	9,669	+47.1%	Shares	Sole	2022-07-27
2022-03-31	$556,629	6,571	+2.1%	Shares	Sole	2022-04-08
2021-12-31	$600,771	6,435	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.