HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1484205 LONG BEACH, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$46,781

-$587 QoQ

Shares Held

533

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,853

of 2,993 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $55,703 across 18 Utilities - Regulated Electric names. NEE ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	533	$46,781
2	AEP	American Electric Power Co Inc	16	$2,188
3	NGG	National Grid PLC	18	$1,491
4	SO	Southern Co	7	$669
5	PCG	PG&E Corp	36	$605
6	DUK	Duke Energy CORP	4	$506
7	EXC	Exelon Corp	10	$466
8	ETR	Entergy Corp /De/	4	$459

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,781	533	+4.5%	Shares	Sole	2026-07-21
2026-03-31	$47,368	510	0.0%	Shares	Sole	2026-04-17
2025-12-31	$40,942	510	-7.9%	Shares	Sole	2026-01-23
2025-09-30	$41,821	554	+1188.4%	Shares	Sole	2025-10-16
2025-06-30	$2,985	43	-66.7%	Shares	Sole	2025-07-17
2025-03-31	$9,144	129	-97.3%	Shares	Sole	2025-04-18
2023-03-31	$372,835	4,837	+1.6%	Shares	Sole	2023-04-25
2022-12-31	$398,019	4,761	+5.2%	Shares	Sole	2023-01-25
2022-09-30	$354,805	4,525	+10.2%	Shares	Sole	2022-10-24
2022-06-30	$318,205	4,108	+8.5%	Shares	Other	2022-08-05
2022-03-31	$320,711	3,786	+3.7%	Shares	Other	2022-05-13
2021-12-31	$340,950	3,652	+20.6%	Shares	Other	2022-02-14
2021-09-30	$237,837	3,029	+0.4%	Shares	Other	2021-10-29
2021-06-30	$221,159	3,018	-1.6%	Shares	Other	2021-07-29
2021-03-31	$231,971	3,068	+1.0%	Shares	Sole	2021-05-06
2020-12-31	$234,303	3,037	+296.0%	Shares	Other	2021-02-04
2020-09-30	$212,887	767	—	Shares	Other	2020-11-10
No filing history on record for this holder in this stock.