Plan A Wealth LLC

Position in NEE — Nextera Energy Inc

CIK 2093645 LINCOLN, NE

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$638,438

+$21,901 QoQ

Shares Held

7,274

+9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,874

of 2,999 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Plan A Wealth LLC holds $1,198,666 across 4 Utilities - Regulated Electric names. NEE ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	7,274	$638,438
2	CIG	Energy Co Of Minas Gerais	121,174	$254,465
3	CNP	Centerpoint Energy Inc	5,084	$223,899
4	ENIC	Enel Chile S.A.	18,192	$81,864

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,438	7,274	+9.6%	Shares	Sole	2026-07-14
2026-03-31	$616,537	6,638	+5.9%	Shares	Sole	2026-05-15
2025-12-31	$503,034	6,266	+3.2%	Shares	Sole	2026-02-06
2025-09-30	$458,526	6,074	+2.7%	Shares	Sole	2025-11-06
2025-06-30	$410,411	5,912	+67.0%	Shares	Sole	2025-11-06
2025-03-31	$251,021	3,541	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.