Shepherd Financial Partners LLC

Position in NEE — Nextera Energy Inc

CIK 1696628 WINCHESTER, MA

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,783,713

-$194,855 QoQ

Shares Held

31,716

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,024

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $10,515,344 across 5 Utilities - Regulated Electric names. NEE ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	27,321	$3,458,292
2	NEE	Nextera Energy Inc This page	31,716	$2,783,713
3	ETR	Entergy Corp /De/	15,494	$1,779,640
4	ED	Consolidated Edison Inc	14,759	$1,632,788
5	SO	Southern Co	8,995	$860,911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,783,713	31,716	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$2,978,568	32,069	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$2,611,990	32,536	-1.8%	Shares	Sole	2026-02-10
2025-09-30	$2,500,908	33,129	-1.6%	Shares	Sole	2025-11-07
2025-06-30	$2,336,816	33,662	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$2,392,183	33,745	+4.2%	Shares	Sole	2025-04-18
2024-12-31	$2,321,322	32,380	+0.9%	Shares	Sole	2025-01-28
2024-09-30	$2,712,314	32,087	+3.1%	Shares	Sole	2024-10-28
2024-06-30	$2,204,740	31,136	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$1,985,108	31,061	-1.3%	Shares	Sole	2024-04-23
2023-12-31	$1,912,155	31,481	-48.1%	Shares	Sole	2024-02-12
2023-09-30	$3,477,445	60,699	+2.9%	Shares	Sole	2023-11-08
2023-06-30	$4,378,467	59,009	+1.6%	Shares	Sole	2023-08-11
2023-03-31	$4,477,423	58,088	-0.1%	Shares	Sole	2023-05-02
2022-12-31	$4,862,008	58,158	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$4,500,028	57,391	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$4,398,411	56,783	+1.8%	Shares	Sole	2022-08-15
2022-03-31	$4,724,361	55,771	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$5,239,083	56,117	+2.2%	Shares	Sole	2022-02-14
2021-09-30	$4,310,276	54,894	+0.7%	Shares	Sole	2021-11-15
2021-06-30	$3,996,104	54,532	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$4,073,639	53,877	+7.5%	Shares	Sole	2021-05-14
2020-12-31	$3,866,063	50,111	+305.3%	Shares	Sole	2021-02-16
2020-09-30	$3,431,474	12,363	-12.2%	Shares	Sole	2020-11-16
2020-06-30	$3,380,152	14,074	+39.8%	Shares	Sole	2020-08-05
2020-03-31	$2,422,080	10,066	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.