WHALEROCK POINT PARTNERS, LLC

Position in NEE — Nextera Energy Inc

CIK 1389709 West Palm Beach, FL

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,954,389

-$47,252 QoQ

Shares Held

45,054

+4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#879

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $9,661,562 across 4 Utilities - Regulated Electric names. NEE ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	45,054	$3,954,389
2	AEP	American Electric Power Co Inc	27,272	$3,731,082
3	DUK	Duke Energy CORP	10,362	$1,311,621
4	PNW	Pinnacle West Capital Corp	6,210	$664,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,954,389	45,054	+4.6%	Shares	Sole	2026-08-13
2026-03-31	$4,001,641	43,084	+1.1%	Shares	Sole	2026-05-15
2025-12-31	$3,420,650	42,609	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$3,224,102	42,709	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$2,949,586	42,489	+3.7%	Shares	Sole	2025-08-13
2025-03-31	$2,903,229	40,954	+28.5%	Shares	Sole	2025-05-15
2024-12-31	$2,285,405	31,879	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$2,682,052	31,729	+3.8%	Shares	Sole	2024-11-13
2024-06-30	$2,164,307	30,565	+3.3%	Shares	Sole	2024-08-13
2024-03-31	$1,891,096	29,590	-6.9%	Shares	Sole	2024-05-15
2023-12-31	$1,929,831	31,772	-4.9%	Shares	Sole	2024-02-14
2023-09-30	$1,914,173	33,412	+3.3%	Shares	Sole	2023-11-14
2023-06-30	$2,399,405	32,337	-1.5%	Shares	Sole	2023-08-14
2023-03-31	$2,529,919	32,822	+10.5%	Shares	Sole	2023-05-10
2022-12-31	$2,483,087	29,702	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$2,286,592	29,162	+3.7%	Shares	Sole	2022-11-16
2022-06-30	$2,177,555	28,112	+2.9%	Shares	Sole	2022-08-12
2022-03-31	$2,313,175	27,307	+4.3%	Shares	Sole	2022-05-16
2021-12-31	$2,445,285	26,192	+1.5%	Shares	Sole	2022-02-15
2021-09-30	$2,027,150	25,817	+7.0%	Shares	Sole	2021-11-12
2021-06-30	$1,767,293	24,117	-11.8%	Shares	Sole	2021-08-10
2021-03-31	$2,067,328	27,342	-12.0%	Shares	Sole	2021-05-13
2020-12-31	$2,396,819	31,067	+1653.2%	Shares	Sole	2021-02-12
2020-09-30	$491,836	1,772	-71.6%	Shares	Sole	2020-11-13
2020-06-30	$1,496,979	6,233	+19.7%	Shares	Sole	2020-08-11
2020-03-31	$1,253,148	5,208	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.