SEC 13F Intelligence

Nicholas Wealth, LLC. / NEE

Nicholas Wealth, LLC.’s Nextera Energy Inc Position

Does Nicholas Wealth, LLC. own Nextera Energy Inc (NEE)? Yes — 16.0K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, down from 20.7K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
16.0K
% of Portfolio
+1.03%
Quarters Held
11
currently held

Position History NEE

Reported value by quarter
Q3 ’23: $55,566Q3 ’23Q4 ’23: $390,762Q1 ’24: $501,538Q1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $1MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.0K$1M+1.03%
Q4 202520.7K$1M+1.53%
Q3 202543.3K$3M+1.36%
Q2 202535.2K$2M+1.19%
Q1 202530.1K$2M+1.24%
Q4 202426.0K$2M+0.94%
Q3 202421.7K$2M+1.13%
Q2 202420.2K$1M+1.00%
Q1 20247.8K$501,538+0.38%
Q4 20236.3K$390,762+0.33%
Q3 2023970$55,566+0.05%

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