Root Financial Partners, LLC

Position in NEE — Nextera Energy Inc

CIK 1977181 ENCINITAS, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$252,689

+$66,094 QoQ

Shares Held

2,879

+43.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,530

of 2,988 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,118,371 across 4 Utilities - Regulated Electric names. NEE ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	22,429	$377,255
2	NEE	Nextera Energy Inc This page	2,879	$252,689
3	ES	Eversource Energy	3,468	$250,632
4	LNT	Alliant Energy Corp	3,117	$237,795

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,689	2,879	+43.3%	Shares	Sole	2026-07-29
2026-03-31	$186,595	2,009	+18.0%	Shares	Sole	2026-04-24
2025-12-31	$136,636	1,702	-32.2%	Shares	Sole	2026-02-10
2025-09-30	$189,630	2,512	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.