SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in NEE — Nextera Energy Inc

CIK 1008895 CEDARBURG, WI

Position in NEE

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

Position Value

$10,449,896

-$620,842 QoQ

Shares Held

119,060

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.60%

of 13F equity value

Holder Rank

#561

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $13,029,887 across 5 Utilities - Regulated Electric names. NEE ranks #1 (80.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	119,060	$10,449,896
2	WEC	Wec Energy Group, Inc.	8,748	$1,021,503
3	DUK	Duke Energy CORP	7,263	$919,350
4	D	Dominion Energy, Inc	5,084	$347,186
5	AEP	American Electric Power Co Inc	2,134	$291,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,449,896	119,060	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$11,070,738	119,194	-0.9%	Shares	Sole	2026-04-29
2025-12-31	$9,657,764	120,301	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$9,159,579	121,335	-2.2%	Shares	Sole	2025-10-27
2025-06-30	$8,608,218	124,002	-1.0%	Shares	Sole	2025-08-01
2025-03-31	$8,881,737	125,289	+0.3%	Shares	Sole	2025-05-21
2024-12-31	$8,959,314	124,973	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$10,539,876	124,688	-1.0%	Shares	Sole	2024-10-23
2024-06-30	$8,921,351	125,990	-7.5%	Shares	Sole	2024-07-29
2024-03-31	$8,706,139	136,225	+1.2%	Shares	Sole	2024-04-26
2023-12-31	$8,177,061	134,624	+0.5%	Shares	Sole	2024-01-29
2023-09-30	$7,673,078	133,934	-1.0%	Shares	Sole	2023-10-20
2023-06-30	$10,035,253	135,246	-0.8%	Shares	Sole	2023-07-26
2023-03-31	$10,511,630	136,373	-1.9%	Shares	Sole	2023-04-28
2022-12-31	$11,621,570	139,014	-1.3%	Shares	Sole	2023-02-01
2022-09-30	$11,039,971	140,798	-0.2%	Shares	Sole	2022-10-24
2022-06-30	$10,927,282	141,070	-3.4%	Shares	Sole	2022-08-24
2022-03-31	$12,366,812	145,990	+1.5%	Shares	Sole	2022-05-06
2021-12-31	$13,425,354	143,802	-0.7%	Shares	Sole	2022-02-01
2021-09-30	$11,365,770	144,750	-0.6%	Shares	Sole	2021-10-27
2021-06-30	$10,674,917	145,673	+2.6%	Shares	Sole	2021-07-26
2021-03-31	$10,735,712	141,988	+5.0%	Shares	Sole	2021-04-30
2020-12-31	$10,428,751	135,175	+3.7%	Shares	Sole	2021-02-01
2020-09-30	$36,182,721	130,360	+298.5%	Shares	Sole	2020-10-28
2020-06-30	$7,856,441	32,712	+1.6%	Shares	Sole	2020-07-29
2020-03-31	$7,750,851	32,212	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.