Pines Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 2037426 SOUTHERN PINES, NC

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,806,218

-$118,348 QoQ

Shares Held

20,579

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#1,266

of 2,999 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pines Wealth Management, LLC holds $3,699,559 across 4 Utilities - Regulated Electric names. NEE ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	20,579	$1,806,218
2	DUK	Duke Energy CORP	9,409	$1,190,991
3	AEP	American Electric Power Co Inc	3,215	$439,844
4	D	Dominion Energy, Inc	3,844	$262,506

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,806,218	20,579	-0.7%	Shares	Sole	2026-07-22
2026-03-31	$1,924,566	20,721	-2.1%	Shares	Sole	2026-04-08
2025-12-31	$1,698,965	21,163	+0.4%	Shares	Sole	2026-02-02
2025-09-30	$1,591,933	21,088	+2.1%	Shares	Sole	2025-11-03
2025-06-30	$1,433,939	20,656	+7.9%	Shares	Sole	2025-07-09
2025-03-31	$1,356,551	19,136	+7.8%	Shares	Sole	2025-04-11
2024-12-31	$1,273,142	17,759	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.