SEC 13F Intelligence

Ark Wealth Advisors LLC / NEE

Ark Wealth Advisors LLC’s Nextera Energy Inc Position

Does Ark Wealth Advisors LLC own Nextera Energy Inc (NEE)? Yes19.2K shares worth $2M (+1.76% of its 13F portfolio) as of Q1 2026, up from 16.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
19.2K
% of Portfolio
+1.76%
Quarters Held
2
currently held

Position History NEE

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.2K$2M+1.76%
Q4 202516.9K$1M+1.46%

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