Berkeley Capital Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1667694 Milton, GA

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,670,614

-$96,520 QoQ

Shares Held

19,034

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,318

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Berkeley Capital Partners, LLC holds $5,793,864 across 4 Utilities - Regulated Electric names. NEE ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	19,795	$2,505,651
2	NEE	Nextera Energy Inc This page	19,034	$1,670,614
3	SO	Southern Co	14,004	$1,340,322
4	PPL	PPL Corp	7,628	$277,277

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,670,614	19,034	+0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,767,134	19,026	+275.6%	Shares	Sole	2026-05-07
2025-12-31	$406,618	5,065	+12.5%	Shares	Sole	2026-02-05
2025-09-30	$339,780	4,501	+2.4%	Shares	Sole	2025-11-10
2025-06-30	$305,031	4,394	-21.3%	Shares	Sole	2025-07-30
2025-03-31	$395,778	5,583	+2.6%	Shares	Sole	2025-05-05
2024-12-31	$390,208	5,443	-14.8%	Shares	Sole	2025-02-11
2024-09-30	$539,893	6,387	+13.3%	Shares	Sole	2024-11-14
2024-06-30	$399,085	5,636	+5.1%	Shares	Sole	2024-08-14
2024-03-31	$342,877	5,365	+7.0%	Shares	Sole	2024-05-14
2023-12-31	$304,611	5,015	+3.5%	Shares	Sole	2024-02-09
2023-09-30	$277,512	4,844	-13.4%	Shares	Sole	2023-11-14
2023-06-30	$414,852	5,591	+5.2%	Shares	Sole	2023-08-03
2023-03-31	$409,680	5,315	-21.9%	Shares	Sole	2023-05-02
2022-12-31	$568,981	6,806	+4.8%	Shares	Sole	2023-02-10
2022-09-30	$509,116	6,493	-1.1%	Shares	Sole	2022-11-04
2022-06-30	$508,524	6,565	-5.1%	Shares	Sole	2022-08-04
2022-03-31	$585,769	6,915	+1.6%	Shares	Sole	2022-05-05
2021-12-31	$635,221	6,804	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$537,312	6,843	+0.4%	Shares	Sole	2021-11-04
2021-06-30	$499,403	6,815	-3.4%	Shares	Sole	2021-08-16
2021-03-31	$533,277	7,053	-3.5%	Shares	Sole	2021-05-04
2020-12-31	$563,812	7,308	+295.5%	Shares	Sole	2021-01-28
2020-09-30	$512,930	1,848	-0.9%	Shares	Sole	2020-11-03
2020-06-30	$447,676	1,864	-7.5%	Shares	Sole	2020-07-30
2020-03-31	$485,089	2,016	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.