Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,669,524
-$96,442 QoQ
Shares Held
30,415
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#1,042
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026M3 Wealth Management, LLC holds $5,762,871 across 2 Utilities - Regulated Electric names. NEE ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,320 | $3,093,347 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
30,415 | $2,669,524 |
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669,524 | 30,415 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,765,966 | 29,780 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,353,649 | 29,318 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||