Peak Retirement Planning, Inc.
PensionPosition in NEE — Nextera Energy Inc
CIK 2056697
COLUMBUS, OH
Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$340,284
-$55,291 QoQ
Shares Held
3,877
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,339
of 3,000 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $2,422,962 across 4 Utilities - Regulated Electric names. NEE ranks #3 (14.0% 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 | $340,284 | 3,877 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $395,575 | 4,259 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $307,793 | 3,834 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,495 | 3,358 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $254,910 | 3,672 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $234,929 | 3,314 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $239,301 | 3,338 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||