Beverly Hills Private Wealth, LLC

Position in NEE — Nextera Energy Inc

CIK 1965710 BEVERLY HILLS, CA

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$598,766

-$1,431,775 QoQ

Shares Held

6,822

-68.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,911

of 2,988 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $2,172,577 across 4 Utilities - Regulated Electric names. NEE ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	10,904	$744,634
2	WEC	Wec Energy Group, Inc.	5,294	$618,180
3	NEE	Nextera Energy Inc This page	6,822	$598,766
4	ETR	Entergy Corp /De/	1,837	$210,997

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$598,766	6,822	-68.8%	Shares	Sole	2026-08-07
2026-03-31	$2,030,541	21,862	-3.6%	Shares	Sole	2026-05-04
2025-12-31	$1,819,706	22,667	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$1,733,928	22,969	-5.6%	Shares	Sole	2025-11-10
2025-06-30	$1,688,709	24,326	-4.5%	Shares	Sole	2025-07-29
2025-03-31	$1,805,567	25,470	-2.4%	Shares	Sole	2025-04-30
2024-12-31	$1,871,681	26,108	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$2,250,355	26,622	-13.3%	Shares	Sole	2024-11-12
2024-06-30	$2,173,439	30,694	-3.4%	Shares	Sole	2024-08-08
2024-03-31	$2,031,505	31,787	+6.3%	Shares	Sole	2024-05-09
2023-12-31	$1,816,427	29,905	-9.9%	Shares	Sole	2024-01-30
2023-09-30	$1,900,822	33,179	-50.4%	Shares	Sole	2023-11-08
2023-06-30	$4,966,577	66,935	+99.4%	Shares	Sole	2023-08-10
2023-03-31	$2,587,806	33,573	+18.2%	Shares	Sole	2023-05-04
2022-12-31	$2,373,989	28,397	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.