SENTINEL PENSION ADVISORS, LLC
PensionPosition in NEE — Nextera Energy Inc
CIK 1802290
WAKEFIELD, MA
Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$619,568
-$22,697 QoQ
Shares Held
7,059
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,892
of 3,000 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SENTINEL PENSION ADVISORS, LLC holds $1,342,922 across 3 Utilities - Regulated Electric names. NEE ranks #1 (46.1% of the industry book) .
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,568 | 7,059 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $642,265 | 6,915 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $557,946 | 6,950 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $524,655 | 6,950 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $483,371 | 6,963 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $494,032 | 6,969 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $498,532 | 6,954 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||