Quotient Wealth Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 2004904 DALLAS, TX

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$947,740

-$78,584 QoQ

Shares Held

10,798

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,645

of 3,000 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $5,807,880 across 8 Utilities - Regulated Electric names. NEE ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	27,768	$2,229,770
2	NEE	Nextera Energy Inc This page	10,798	$947,740
3	DUK	Duke Energy CORP	4,371	$553,281
4	ED	Consolidated Edison Inc	4,281	$473,607
5	AEP	American Electric Power Co Inc	3,348	$458,039
6	D	Dominion Energy, Inc	6,518	$445,114
7	SO	Southern Co	4,455	$426,388
8	ETR	Entergy Corp /De/	2,385	$273,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,740	10,798	-2.3%	Shares	Sole	2026-08-03
2026-03-31	$1,026,324	11,050	+2.9%	Shares	Sole	2026-04-16
2025-12-31	$862,207	10,740	+1.1%	Shares	Sole	2026-01-22
2025-09-30	$802,081	10,625	+2.5%	Shares	Sole	2025-10-10
2025-06-30	$719,538	10,365	+8.1%	Shares	Sole	2025-07-29
2025-03-31	$679,764	9,589	-0.1%	Shares	Sole	2025-04-30
2024-12-31	$688,295	9,601	-4.3%	Shares	Sole	2025-01-28
2024-09-30	$847,666	10,028	-1.7%	Shares	Sole	2024-10-09
2024-06-30	$722,120	10,198	-6.8%	Shares	Sole	2024-07-24
2024-03-31	$699,175	10,940	-12.1%	Shares	Sole	2024-05-14
2023-12-31	$756,395	12,453	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.