Schrum Private Wealth Management LLC

Position in NEE — Nextera Energy Inc

CIK 1914987 ST. AUGUSTINE, FL

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$686,536

+$119,597 QoQ

Shares Held

7,822

+28.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,824

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Schrum Private Wealth Management LLC holds $1,376,871 across 2 Utilities - Regulated Electric names. NEE ranks #2 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AEE	Ameren Corp	6,107	$690,335
2	NEE	Nextera Energy Inc This page	7,822	$686,536

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,536	7,822	+28.1%	Shares	Sole	2026-08-10
2026-03-31	$566,939	6,104	+0.1%	Shares	Sole	2026-05-08
2025-12-31	$489,547	6,098	-12.3%	Shares	Sole	2026-02-17
2025-09-30	$524,806	6,952	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$497,741	7,170	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$507,785	7,163	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$513,085	7,157	-39.7%	Shares	Sole	2025-02-07
2024-09-30	$1,002,525	11,860	+47.4%	Shares	Sole	2024-11-05
2024-06-30	$569,808	8,047	-2.1%	Shares	Sole	2024-07-30
2024-03-31	$525,148	8,217	+32.8%	Shares	Sole	2024-05-03
2023-12-31	$375,859	6,188	-20.6%	Shares	Sole	2024-01-26
2023-09-30	$446,747	7,798	-10.3%	Shares	Sole	2023-11-07
2023-06-30	$645,317	8,697	-1.2%	Shares	Sole	2023-07-24
2023-03-31	$678,304	8,800	-1.4%	Shares	Sole	2023-04-20
2022-12-31	$746,213	8,926	-0.8%	Shares	Sole	2023-01-20
2022-09-30	$705,611	8,999	-63.9%	Shares	Sole	2022-10-27
2022-06-30	$1,929,218	24,906	-1.0%	Shares	Sole	2022-07-22
2022-03-31	$2,131,557	25,163	-4.7%	Shares	Sole	2022-05-05
2021-12-31	$2,464,423	26,397	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.