True Wealth Design, LLC

Position in NEE — Nextera Energy Inc

CIK 1966033 AKRON, OH

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$413,747

-$36,256 QoQ

Shares Held

4,714

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,204

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

True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. NEE ranks #1 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	4,714	$413,747
2	EIX	Edison International	5,246	$390,564
3	PCG	PG&E Corp	22,007	$370,157
4	ES	Eversource Energy	3,131	$226,277
5	DTE	Dte Energy Co	701	$106,811
6	ED	Consolidated Edison Inc	947	$104,766
7	DUK	Duke Energy CORP	817	$103,415
8	XEL	Xcel Energy Inc	978	$78,533

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,747	4,714	-2.7%	Shares	Sole	2026-07-16
2026-03-31	$450,003	4,845	+686.5%	Shares	Sole	2026-04-13
2025-12-31	$49,452	616	-1.4%	Shares	Sole	2026-01-08
2025-09-30	$47,181	625	-1.9%	Shares	Sole	2025-10-21
2025-06-30	$44,220	637	+4.1%	Shares	Sole	2025-08-06
2025-03-31	$43,384	612	+6.2%	Shares	Sole	2025-05-13
2024-12-31	$41,293	576	+4.5%	Shares	Sole	2025-02-14
2024-09-30	$46,576	551	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$38,803	548	+1.3%	Shares	Sole	2024-08-14
2024-03-31	$34,575	541	+2.5%	Shares	Sole	2024-05-14
2023-12-31	$32,070	528	+24.5%	Shares	Sole	2024-02-14
2023-09-30	$24,290	424	-23.2%	Shares	Sole	2023-11-13
2023-06-30	$40,958	552	-3.8%	Shares	Sole	2023-08-14
2023-03-31	$44,243	574	+2770.0%	Shares	Sole	2023-05-12
2022-12-31	$1,672	20	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.