Great Diamond Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1801112 Portland, ME

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,573,591

-$231,756 QoQ

Shares Held

29,322

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,061

of 3,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Great Diamond Partners, LLC holds $3,539,506 across 4 Utilities - Regulated Electric names. NEE ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	29,322	$2,573,591
2	AEP	American Electric Power Co Inc	3,165	$433,003
3	SO	Southern Co	2,801	$268,083
4	XEL	Xcel Energy Inc	3,298	$264,829

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,573,591	29,322	-2.9%	Shares	Sole	2026-07-17
2026-03-31	$2,805,347	30,204	-2.4%	Shares	Sole	2026-05-12
2025-12-31	$2,484,505	30,948	-1.3%	Shares	Sole	2026-02-06
2025-09-30	$2,366,460	31,348	+31.8%	Shares	Sole	2025-10-20
2025-03-31	$1,685,835	23,781	-4.0%	Shares	Sole	2025-05-13
2024-12-31	$1,775,044	24,760	-0.7%	Shares	Sole	2025-01-23
2024-09-30	$2,107,501	24,932	-14.2%	Shares	Sole	2024-10-25
2024-06-30	$2,056,959	29,049	-1.4%	Shares	Sole	2024-07-29
2024-03-31	$1,883,299	29,468	+6.2%	Shares	Sole	2024-05-08
2023-12-31	$1,685,049	27,742	-28.1%	Shares	Sole	2024-02-07
2023-09-30	$2,211,336	38,599	+1.9%	Shares	Sole	2023-10-19
2023-06-30	$2,809,286	37,861	-0.7%	Shares	Sole	2023-07-17
2023-03-31	$2,939,754	38,139	-14.6%	Shares	Sole	2023-05-04
2022-12-31	$3,734,746	44,674	-3.2%	Shares	Sole	2023-02-01
2022-09-30	$3,619,013	46,155	-1.1%	Shares	Sole	2022-10-24
2022-06-30	$3,614,825	46,667	+0.0%	Shares	Sole	2022-07-26
2022-03-31	$3,952,822	46,663	-0.9%	Shares	Sole	2022-05-05
2021-12-31	$4,394,361	47,069	-13.8%	Shares	Sole	2022-01-26
2021-09-30	$4,286,799	54,595	+0.9%	Shares	Sole	2021-10-21
2021-06-30	$3,964,374	54,099	-0.2%	Shares	Sole	2021-07-26
2021-03-31	$4,097,759	54,196	-3.1%	Shares	Sole	2021-05-04
2020-12-31	$4,313,842	55,915	+301.7%	Shares	Sole	2021-01-26
2020-09-30	$3,863,912	13,921	+3.2%	Shares	Sole	2020-10-19
2020-06-30	$3,240,853	13,494	-1.1%	Shares	Sole	2020-08-04
2020-03-31	$3,282,056	13,640	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.