PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in NEE — Nextera Energy Inc

CIK 2145782 WALTHAM, MA

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$515,385

-$29,449 QoQ

Shares Held

5,872

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,036

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $879,149 across 6 Utilities - Regulated Electric names. NEE ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	5,872	$515,385
2	ES	Eversource Energy	3,115	$225,121
3	EXC	Exelon Corp	1,176	$54,825
4	SO	Southern Co	345	$33,019
5	AEP	American Electric Power Co Inc	202	$27,635
6	DUK	Duke Energy CORP	183	$23,164

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,385	5,872	+0.1%	Shares	Sole	2026-08-07
2026-03-31	$544,834	5,866	-3.6%	Shares	Sole	2026-08-07
2025-12-31	$488,503	6,085	-0.9%	Shares	Sole	2026-08-07
2025-09-30	$463,357	6,138	+17.3%	Shares	Sole	2026-08-07
2025-06-30	$363,344	5,234	-10.3%	Shares	Sole	2026-08-07
2025-03-31	$413,501	5,833	+10.0%	Shares	Sole	2026-08-07
2024-12-31	$380,315	5,305	+0.1%	Shares	Sole	2026-08-07
2024-09-30	$448,178	5,302	+5.4%	Shares	Sole	2026-08-07
2024-06-30	$356,245	5,031	0.0%	Shares	Sole	2026-08-07
2024-03-31	$321,531	5,031	-7.4%	Shares	Sole	2026-08-07
2023-12-31	$329,878	5,431	-2.1%	Shares	Sole	2026-08-07
2023-09-30	$317,787	5,547	-0.3%	Shares	Sole	2026-08-07
2023-06-30	$412,700	5,562	-0.2%	Shares	Sole	2026-08-07
2023-03-31	$429,489	5,572	+0.7%	Shares	Sole	2026-08-07
2022-12-31	$462,391	5,531	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.