ARCADIA INVESTMENT MANAGEMENT CORP/MI
Position in NEE — Nextera Energy Inc
CIK 1016972
KALAMAZOO, MI
Position in NEE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,569,764
+$249,078 QoQ
Shares Held
16,901
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $1,663,922 across 7 Utilities - Regulated Electric names. NEE ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
16,901 | $1,569,764 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
802 | $92,847 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5 | $404 | |
| 4 | AEP |
American Electric Power Co Inc
|
3 | $393 | |
| 5 | SO |
Southern Co
|
2 | $193 | |
| 6 | EVRG |
Evergy, Inc.
|
2 | $163 | |
| 7 | XEL |
Xcel Energy Inc
|
2 | $158 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,569,764 | 16,901 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,320,686 | 16,451 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,718,001 | 22,758 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,670,106 | 24,058 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,386,821 | 19,563 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,425,340 | 19,882 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,485,783 | 17,577 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,555,837 | 21,972 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,403,591 | 21,962 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,611,189 | 26,526 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,872,810 | 32,690 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,301,313 | 31,015 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,444,093 | 18,735 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $113,278 | 1,355 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $90,171 | 1,150 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $89,079 | 1,150 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $97,416 | 1,150 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $84,024 | 900 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $62,816 | 800 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $43,455 | 593 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||