Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$533,202
-$31,044 QoQ
Shares Held
6,075
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,007
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Management Associates, Inc. holds $4,824,619 across 8 Utilities - Regulated Electric names. NEE ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
24,431 | $1,982,819 | |
| 2 | DUK |
Duke Energy CORP
|
5,933 | $750,999 | |
| 3 | NEE |
Nextera Energy Inc
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|
6,075 | $533,202 | |
| 4 | SO |
Southern Co
|
5,423 | $519,035 | |
| 5 | PPL |
PPL Corp
|
9,099 | $330,748 | |
| 6 | EXC |
Exelon Corp
|
5,643 | $263,076 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,638 | $224,094 | |
| 8 | ETR |
Entergy Corp /De/
|
1,921 | $220,646 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,202 | 6,075 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $564,246 | 6,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $487,701 | 6,075 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $442,144 | 5,857 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $406,592 | 5,857 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $379,403 | 5,352 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $383,684 | 5,352 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $452,404 | 5,352 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $378,975 | 5,352 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $342,046 | 5,352 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $345,671 | 5,691 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $440,789 | 7,694 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $635,077 | 8,559 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $665,585 | 8,635 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $686,439 | 8,211 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $664,995 | 8,481 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $673,902 | 8,700 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $752,902 | 8,888 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $817,086 | 8,752 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $707,543 | 9,011 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $654,390 | 8,930 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $587,565 | 7,771 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $515,670 | 6,684 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $422,168 | 1,521 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $365,298 | 1,521 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $331,814 | 1,379 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||