Wealthspire Retirement, LLC
PensionPosition in NEE — Nextera Energy Inc
CIK 2040084
ALISO VIEJO, CA
Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$520,914
-$33,765 QoQ
Shares Held
5,935
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,029
of 3,000 holders
Holding Since
Jun 2020
25 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, 2026Wealthspire Retirement, LLC holds $921,460 across 2 Utilities - Regulated Electric names. NEE ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,935 | $520,914 | |
| 2 | SO |
Southern Co
|
4,185 | $400,546 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,914 | 5,935 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $554,679 | 5,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $488,102 | 6,080 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $458,828 | 6,078 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $428,321 | 6,170 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $428,104 | 6,039 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $431,717 | 6,022 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $508,447 | 6,015 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $425,851 | 6,014 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $384,354 | 6,014 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $365,108 | 6,011 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $338,297 | 5,905 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $450,023 | 6,065 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $471,960 | 6,123 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $518,152 | 6,198 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $485,985 | 6,198 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $480,871 | 6,208 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $539,179 | 6,365 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $315,183 | 3,376 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $273,014 | 3,477 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $260,363 | 3,553 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $267,735 | 3,541 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $251,894 | 3,265 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $222,048 | 800 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $201,502 | 839 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||