Strait & Sound Wealth Management LLC
Position in NEE — Nextera Energy Inc
CIK 1966210
SAN FRANCISCO, CA
Position in NEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$455,526
-$26,521 QoQ
Shares Held
5,190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,139
of 3,000 holders
Holding Since
Dec 2022
15 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, 2026Strait & Sound Wealth Management LLC holds $941,561 across 3 Utilities - Regulated Electric names. NEE ranks #1 (48.4% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,526 | 5,190 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $482,047 | 5,190 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $416,653 | 5,190 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $391,793 | 5,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $360,289 | 5,190 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $394,290 | 5,562 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $398,668 | 5,561 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $470,071 | 5,561 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $393,703 | 5,560 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $355,339 | 5,560 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $337,653 | 5,559 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $369,291 | 6,446 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $497,733 | 6,708 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $535,166 | 6,943 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $566,891 | 6,781 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||