McGlone Suttner Wealth Management, Inc.

Position in NEE — Nextera Energy Inc

CIK 1964819 APPLETON, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$269,366

-$30,357 QoQ

Shares Held

3,069

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,484

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $4,083,344 across 5 Utilities - Regulated Electric names. NEE ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	11,653	$1,360,720
2	SO	Southern Co	9,850	$942,743
3	AEP	American Electric Power Co Inc	6,183	$845,896
4	PEG	Public Service Enterprise Group Inc	8,189	$664,619
5	NEE	Nextera Energy Inc This page	3,069	$269,366

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,366	3,069	-4.9%	Shares	Sole	2026-07-21
2026-03-31	$299,723	3,227	+6.1%	Shares	Sole	2026-04-21
2025-12-31	$244,131	3,041	-38.2%	Shares	Sole	2026-01-15
2025-09-30	$371,486	4,921	-31.2%	Shares	Sole	2025-10-20
2025-06-30	$496,561	7,153	-0.4%	Shares	Sole	2025-07-14
2025-03-31	$509,273	7,184	+11.7%	Shares	Sole	2025-04-29
2024-12-31	$461,110	6,432	-9.3%	Shares	Sole	2025-01-21
2024-09-30	$599,402	7,091	+6.3%	Shares	Sole	2024-10-10
2024-06-30	$472,444	6,672	-4.7%	Shares	Sole	2024-07-18
2024-03-31	$447,306	6,999	+4.9%	Shares	Sole	2024-04-18
2023-12-31	$405,257	6,672	+2.5%	Shares	Sole	2024-01-18
2023-09-30	$372,786	6,507	+1.0%	Shares	Sole	2023-10-19
2023-06-30	$477,848	6,440	+1.3%	Shares	Sole	2023-07-25
2023-03-31	$490,228	6,360	+1.6%	Shares	Sole	2023-04-20
2022-12-31	$523,168	6,258	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.