Gerald Baker Financial Group LLC

Position in NEE — Nextera Energy Inc

CIK 2133489 ARLINGTON, TX

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$721,381

+$67,785 QoQ

Shares Held

8,219

+16.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,774

of 2,988 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gerald Baker Financial Group LLC holds $2,079,619 across 3 Utilities - Regulated Electric names. NEE ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	22,007	$1,025,966
2	NEE	Nextera Energy Inc This page	8,219	$721,381
3	DUK	Duke Energy CORP	2,625	$332,272

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,381	8,219	+16.8%	Shares	Sole	2026-08-03
2026-03-31	$653,596	7,037	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.