Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,222,987
-$140,770 QoQ
Shares Held
13,934
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,491
of 3,000 holders
Holding Since
Sep 2024
8 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, 2026Proactive Wealth Strategies LLC holds $1,591,279 across 2 Utilities - Regulated Electric names. NEE ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
13,934 | $1,222,987 | |
| 2 | SO |
Southern Co
|
3,848 | $368,292 |
All Filings in NEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,987 | 13,934 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,363,757 | 14,683 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $585,482 | 7,293 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $614,715 | 8,143 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $567,786 | 8,179 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $575,485 | 8,118 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $606,999 | 8,467 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $710,812 | 8,409 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||