Provenance Wealth Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 2081584 FORT LAUDERDALE, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$62,404

+$20,887 QoQ

Shares Held

711

+59.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,832

of 2,993 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $182,013 across 11 Utilities - Regulated Electric names. NEE ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	585	$80,033
2	NEE	Nextera Energy Inc This page	711	$62,404
3	DUK	Duke Energy CORP	181	$22,910
4	SO	Southern Co	38	$3,636
5	CNP	Centerpoint Energy Inc	64	$2,818
6	ES	Eversource Energy	38	$2,746
7	DTE	Dte Energy Co	16	$2,437
8	EXC	Exelon Corp	51	$2,377

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,404	711	+59.1%	Shares	Sole	2026-07-24
2026-03-31	$41,517	447	0.0%	Shares	Sole	2026-04-20
2025-12-31	$35,885	447	0.0%	Shares	Sole	2026-01-26
2025-09-30	$33,744	447	-40.2%	Shares	Sole	2025-11-12
2025-06-30	$51,856	747	-80.7%	Shares	Sole	2025-08-15
2025-03-31	$274,556	3,873	-78.6%	Shares	Sole	2025-08-15
2024-12-31	$1,297,804	18,103	+1741.6%	Shares	Sole	2025-08-15
2024-09-30	$83,092	983	0.0%	Shares	Sole	2025-08-15
2024-06-30	$69,606	983	0.0%	Shares	Sole	2025-08-15
2024-03-31	$62,823	983	-5.6%	Shares	Sole	2025-08-15
2023-12-31	$63,230	1,041	+80.4%	Shares	Sole	2025-08-15
2023-09-30	$33,056	577	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.