Mowery & Schoenfeld Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 2019946 LINCOLNSHIRE, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$202,222

-$11,773 QoQ

Shares Held

2,304

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,720

of 2,993 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $937,706 across 11 Utilities - Regulated Electric names. NEE ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	2,133	$249,070
2	NEE	Nextera Energy Inc This page	2,304	$202,222
3	EXC	Exelon Corp	3,454	$161,025
4	EVRG	Evergy, Inc.	976	$84,355
5	LNT	Alliant Energy Corp	1,004	$76,595
6	DTE	Dte Energy Co	344	$52,415
7	ES	Eversource Energy	708	$51,167
8	EIX	Edison International	403	$30,003

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,222	2,304	0.0%	Shares	Sole	2026-08-06
2026-03-31	$213,995	2,304	-15.7%	Shares	Sole	2026-05-01
2025-12-31	$219,324	2,732	+22.2%	Shares	Sole	2026-01-28
2025-09-30	$168,720	2,235	-3.5%	Shares	Sole	2025-10-27
2025-06-30	$160,707	2,315	-3.0%	Shares	Sole	2025-07-28
2025-03-31	$169,214	2,387	+3.1%	Shares	Sole	2025-05-05
2024-12-31	$165,962	2,315	+37.8%	Shares	Sole	2025-02-10
2024-09-30	$142,010	1,680	0.0%	Shares	Sole	2024-10-23
2024-06-30	$118,960	1,680	0.0%	Shares	Sole	2024-08-14
2024-03-31	$107,368	1,680	0.0%	Shares	Sole	2024-05-14
2023-12-31	$102,043	1,680	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.