Global Financial Private Client, LLC

Position in NEE — Nextera Energy Inc

CIK 2023568 Sarasota, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$234,345

-$11,972 QoQ

Shares Held

2,670

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,612

of 3,000 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Utilities · as of Jun 30, 2026

Global Financial Private Client, LLC holds $4,259,356 across 4 Utilities - Regulated Electric names. NEE ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	22,070	$2,534,960
2	EXC	Exelon Corp	21,401	$997,714
3	EIX	Edison International	6,613	$492,337
4	NEE	Nextera Energy Inc This page	2,670	$234,345

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,345	2,670	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$246,317	2,652	+2.0%	Shares	Sole	2026-04-20
2025-12-31	$208,727	2,600	+1.7%	Shares	Other	2026-01-27
2025-03-31	$181,265	2,557	-6.7%	Shares	Sole	2025-04-08
2024-12-31	$196,502	2,741	-5.4%	Shares	Sole	2025-01-14
2024-09-30	$244,883	2,897	+24.4%	Shares	Sole	2024-10-07
2024-06-30	$164,916	2,329	0.0%	Shares	Sole	2024-07-29
2024-03-31	$148,846	2,329	+44.8%	Shares	Sole	2024-05-16
2023-12-31	$97,669	1,608	-56.3%	Shares	Sole	2024-05-16
2023-09-30	$210,941	3,682	-24.9%	Shares	Sole	2024-05-16
2023-06-30	$363,654	4,901	-0.8%	Shares	Sole	2024-05-16
2023-03-31	$380,698	4,939	0.0%	Shares	Sole	2024-05-16
2022-12-31	$412,900	4,939	+1.9%	Shares	Sole	2024-05-16
2022-09-30	$380,131	4,848	+10.9%	Shares	Sole	2024-05-16
2022-06-30	$338,500	4,370	+55.6%	Shares	Sole	2024-05-16
2022-03-31	$237,950	2,809	+6.7%	Shares	Sole	2024-05-16
2021-12-31	$245,816	2,633	+36.9%	Shares	Sole	2024-05-16
2021-09-30	$150,993	1,923	+19.8%	Shares	Sole	2024-05-16
2021-06-30	$117,614	1,605	+115.7%	Shares	Sole	2024-05-16
2021-03-31	$56,253	744	+3.3%	Shares	Sole	2024-05-16
2020-12-31	$55,548	720	+316.2%	Shares	Sole	2024-05-16
2020-09-30	$48,017	173	-18.4%	Shares	Sole	2024-05-16
2020-06-30	$50,916	212	-38.6%	Shares	Sole	2024-05-16
2020-03-31	$83,013	345	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.