Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,236,240
-$57,578 QoQ
Shares Held
14,085
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,484
of 2,999 holders
Holding Since
Dec 2023
11 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, 2026CJM Wealth Advisers, Ltd. holds $1,532,072 across 2 Utilities - Regulated Electric names. NEE ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
14,085 | $1,236,240 | |
| 2 | D |
Dominion Energy, Inc
|
4,332 | $295,832 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,240 | 14,085 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,293,818 | 13,930 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,109,630 | 13,822 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,035,949 | 13,723 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $947,444 | 13,648 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $962,473 | 13,577 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $308,840 | 4,308 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $377,088 | 4,461 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $303,137 | 4,281 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $273,598 | 4,281 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $265,373 | 4,369 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||