SEC 13F Intelligence

Amj Financial Wealth Management / NEE

Amj Financial Wealth Management’s Nextera Energy Inc Position

Does Amj Financial Wealth Management own Nextera Energy Inc (NEE)? Not currently — the last reported position was 32.6K shares worth $3M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2022
Shares
32.6K
% of Portfolio
+1.61%
Quarters Held
13
position exited

Position History NEE

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $3MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202232.6K$3M+1.61%
Q3 202250.3K$4M+2.56%
Q2 202236.2K$3M+2.37%
Q1 202260.7K$5M+2.06%
Q4 202152.8K$5M+1.78%
Q3 202150.8K$4M+1.63%
Q2 202147.0K$3M+1.50%
Q1 202144.7K$3M+1.63%
Q4 202073.7K$6M+2.91%
Q3 202017.6K$5M+2.88%
Q2 202016.8K$4M+2.75%
Q1 202013.4K$3M+5.60%
Q4 201919.4K$5M+3.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of NEE.