Gateway Wealth Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1966037 APPLETON, WI

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$763,335

-$276,921 QoQ

Shares Held

8,697

-22.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,753

of 2,993 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $7,552,374 across 11 Utilities - Regulated Electric names. NEE ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	19,206	$1,838,206
2	DUK	Duke Energy CORP	9,162	$1,159,725
3	NEE	Nextera Energy Inc This page	8,697	$763,335
4	AEP	American Electric Power Co Inc	5,027	$687,743
5	AEE	Ameren Corp	5,224	$590,520
6	ED	Consolidated Edison Inc	5,293	$585,564
7	EIX	Edison International	7,017	$522,415
8	WEC	Wec Energy Group, Inc.	3,993	$466,262

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,335	8,697	-22.3%	Shares	Sole	2026-08-04
2026-03-31	$1,040,256	11,200	+271.6%	Shares	Sole	2026-05-15
2025-12-31	$241,963	3,014	-42.3%	Shares	Sole	2026-02-11
2024-12-31	$374,651	5,226	+0.3%	Shares	Sole	2025-01-23
2024-09-30	$440,232	5,208	-3.5%	Shares	Sole	2024-10-25
2024-06-30	$382,019	5,395	+2.3%	Shares	Sole	2024-08-16
2024-03-31	$337,189	5,276	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$316,151	5,205	-21.7%	Shares	Sole	2024-02-13
2023-09-30	$380,863	6,648	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$490,239	6,607	+3.5%	Shares	Sole	2023-08-14
2023-03-31	$492,078	6,384	+2.4%	Shares	Sole	2023-05-10
2022-12-31	$521,413	6,237	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.