Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,386,766
+$374,096 QoQ
Shares Held
15,800
+44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,413
of 2,988 holders
Holding Since
Sep 2022
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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,702,882 across 9 Utilities - Regulated Electric names. NEE ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,800 | $1,386,766 | |
| 2 | DUK |
Duke Energy CORP
|
7,617 | $964,159 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,492 | $477,740 | |
| 4 | D |
Dominion Energy, Inc
|
5,964 | $407,281 | |
| 5 | ED |
Consolidated Edison Inc
|
3,641 | $402,803 | |
| 6 | EXC |
Exelon Corp
|
7,291 | $339,906 | |
| 7 | SO |
Southern Co
|
2,816 | $269,519 | |
| 8 | PCG |
PG&E Corp
|
13,843 | $232,839 |
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,386,766 | 15,800 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,012,670 | 10,903 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $744,837 | 9,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $337,364 | 4,469 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,217 | 4,728 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $313,900 | 4,428 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $316,583 | 4,416 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $307,773 | 3,641 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $236,009 | 3,333 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $206,429 | 3,230 | Shares | Sole | 2024-05-08 | |
| 2022-12-31 | $793,949 | 9,497 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,093,976 | 13,952 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||