BRADLEY FOSTER & SARGENT INC/CT

Position in NEE — Nextera Energy Inc

CIK 1015086 HARTFORD, CT

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,149,846

-$488,218 QoQ

Shares Held

104,248

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#611

of 2,993 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. NEE ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	104,248	$9,149,846
2	DUK	Duke Energy CORP	15,721	$1,989,964
3	D	Dominion Energy, Inc	25,421	$1,736,000
4	ES	Eversource Energy	13,955	$1,008,527
5	SO	Southern Co	10,495	$1,004,476
6	WEC	Wec Energy Group, Inc.	6,308	$736,585
7	XEL	Xcel Energy Inc	7,985	$641,195
8	PEG	Public Service Enterprise Group Inc	7,887	$640,108

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,149,846	104,248	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$9,638,064	103,769	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$8,259,848	102,888	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$7,739,612	102,525	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$7,154,494	103,061	+3.8%	Shares	Sole	2025-08-11
2025-03-31	$7,039,944	99,308	-11.3%	Shares	Sole	2025-05-13
2024-12-31	$8,025,050	111,941	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$9,537,858	112,834	-41.3%	Shares	Sole	2024-11-04
2024-06-30	$13,615,063	192,276	-10.6%	Shares	Sole	2024-08-09
2024-03-31	$13,748,383	215,121	-16.1%	Shares	Sole	2024-05-15
2023-12-31	$15,574,343	256,410	-29.0%	Shares	Sole	2024-02-14
2023-09-30	$20,681,174	360,991	0.0%	Shares	Sole	2023-11-13
2023-06-30	$26,785,532	360,991	+11.7%	Shares	Sole	2023-08-08
2023-03-31	$24,911,793	323,194	+11.4%	Shares	Sole	2023-05-08
2022-12-31	$24,253,028	290,108	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$22,788,847	290,637	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$22,292,600	287,795	+6.5%	Shares	Sole	2022-08-11
2022-03-31	$22,882,119	270,123	+3.4%	Shares	Sole	2022-05-16
2021-12-31	$24,380,030	261,140	+3.7%	Shares	Sole	2022-03-11
2021-09-30	$19,778,010	251,885	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$18,481,289	252,201	-1.9%	Shares	Sole	2021-08-19
2021-03-31	$19,436,835	257,067	+3.5%	Shares	Sole	2021-04-26
2020-12-31	$19,169,383	248,469	+310.9%	Shares	Sole	2021-02-11
2020-09-30	$16,782,387	60,464	+123.0%	Shares	Sole	2020-10-26
2020-03-31	$6,522,726	27,108	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.