Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,320,850
-$167,923 QoQ
Shares Held
15,049
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,454
of 3,000 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Nicholas Wealth, LLC. holds $2,010,536 across 2 Utilities - Regulated Electric names. NEE ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,049 | $1,320,850 | |
| 2 | SO |
Southern Co
|
7,206 | $689,686 |
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,850 | 15,049 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,488,773 | 16,029 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,423,364 | 17,730 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,111,228 | 27,967 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,596,798 | 23,002 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,468,699 | 20,718 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,864,800 | 26,012 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,831,596 | 21,668 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,430,078 | 20,196 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $501,565 | 7,848 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $381,082 | 6,274 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $55,571 | 970 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||