Paragon Private Wealth Management, LLC
Position in NEE — Nextera Energy Inc
CIK 1922684
LEXINGTON, KY
Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,021,642
-$66,167 QoQ
Shares Held
11,640
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,602
of 3,000 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,674,031 across 6 Utilities - Regulated Electric names. NEE ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
11,640 | $1,021,642 | |
| 2 | SO |
Southern Co
|
8,121 | $777,260 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
8,967 | $727,760 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,131 | $599,146 | |
| 5 | DTE |
Dte Energy Co
|
2,235 | $340,546 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,518 | $207,677 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,642 | 11,640 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,087,809 | 11,712 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $959,104 | 11,947 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,227,618 | 16,262 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,469,551 | 21,169 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,657,974 | 23,388 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,856,914 | 25,902 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,165,658 | 25,620 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,403,312 | 19,818 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,355,786 | 21,214 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,276,754 | 21,020 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,143,622 | 19,962 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,360,902 | 18,341 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,417,963 | 18,396 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,389,014 | 16,615 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,191,283 | 15,193 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,003,571 | 12,956 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,097,248 | 12,953 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $1,209,292 | 12,953 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||