Global Retirement Partners, LLC
PensionPosition in NEE — Nextera Energy Inc
CIK 1749744
San Rafael, CA
Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,074,927
+$588,898 QoQ
Shares Held
92,001
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#646
of 2,997 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. NEE ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
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|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,074,927 | 92,001 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,486,029 | 93,249 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,985,435 | 66,041 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,012,808 | 101,020 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,845,323 | 109,434 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,254,851 | 109,486 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,841,216 | 110,736 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,992,201 | 93,760 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,423,839 | 89,296 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,733,700 | 82,627 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,832,713 | 78,608 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,497,037 | 71,316 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,581,972 | 66,770 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,437,617 | 82,102 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,236,769 | 80,516 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,858,291 | 80,962 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $3,960,051 | 42,417 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,698,810 | 34,371 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,373,465 | 32,389 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,261,570 | 29,911 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,068,450 | 13,849 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $847,668 | 3,054 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $682,322 | 2,841 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $683,842 | 2,842 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||