W ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1929907 Germantown, TN

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$940,631

-$26,899 QoQ

Shares Held

10,717

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,650

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

W ADVISORS, LLC holds $2,084,452 across 3 Utilities - Regulated Electric names. NEE ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	10,717	$940,631
2	SO	Southern Co	7,271	$695,906
3	AEP	American Electric Power Co Inc	3,274	$447,915

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,631	10,717	+2.9%	Shares	Sole	2026-07-31
2026-03-31	$967,530	10,417	0.0%	Shares	Sole	2026-04-29
2025-12-31	$836,276	10,417	0.0%	Shares	Sole	2026-02-13
2025-09-30	$786,379	10,417	0.0%	Shares	Sole	2025-11-14
2025-06-30	$723,148	10,417	-0.1%	Shares	Sole	2025-08-07
2025-03-31	$739,524	10,432	0.0%	Shares	Sole	2025-05-13
2024-12-31	$747,870	10,432	0.0%	Shares	Sole	2025-01-22
2024-09-30	$881,816	10,432	0.0%	Shares	Sole	2024-10-28
2024-06-30	$738,689	10,432	-8.3%	Shares	Sole	2024-08-06
2024-03-31	$727,295	11,380	0.0%	Shares	Sole	2024-04-25
2023-12-31	$691,221	11,380	0.0%	Shares	Sole	2024-02-06
2023-09-30	$651,960	11,380	0.0%	Shares	Sole	2023-11-13
2023-06-30	$844,396	11,380	0.0%	Shares	Sole	2023-08-04
2023-03-31	$877,170	11,380	0.0%	Shares	Sole	2023-08-07
2022-12-31	$951,368	11,380	0.0%	Shares	Sole	2023-02-07
2022-09-30	$892,305	11,380	0.0%	Shares	Sole	2022-10-24
2022-06-30	$881,494	11,380	0.0%	Shares	Sole	2022-08-26
2022-03-31	$963,999	11,380	0.0%	Shares	Sole	2022-08-26
2021-12-31	$1,062,436	11,380	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.