D L CARLSON INVESTMENT GROUP INC

Position in NEE — Nextera Energy Inc

CIK 1021117 CONCORD, NH

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$451,664

-$158,093 QoQ

Shares Held

5,146

-21.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,146

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Utilities · as of Jun 30, 2026

D L CARLSON INVESTMENT GROUP INC holds $7,953,594 across 5 Utilities - Regulated Electric names. NEE ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	46,430	$4,443,815
2	CNP	Centerpoint Energy Inc	55,063	$2,424,974
3	NEE	Nextera Energy Inc This page	5,146	$451,664
4	LNT	Alliant Energy Corp	4,266	$325,453
5	WEC	Wec Energy Group, Inc.	2,635	$307,688

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,664	5,146	-21.6%	Shares	Sole	2026-08-11
2026-03-31	$609,757	6,565	-2.3%	Shares	Sole	2026-05-13
2025-12-31	$539,481	6,720	-2.0%	Shares	Sole	2026-02-17
2025-09-30	$517,408	6,854	+5.9%	Shares	Sole	2025-11-14
2025-06-30	$449,286	6,472	-22.3%	Shares	Sole	2025-08-13
2025-03-31	$590,301	8,327	+5.8%	Shares	Sole	2025-05-14
2024-12-31	$564,415	7,873	-68.2%	Shares	Sole	2025-02-12
2024-09-30	$2,095,160	24,786	-5.0%	Shares	Sole	2024-11-13
2024-06-30	$1,847,716	26,094	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$1,673,355	26,183	-4.8%	Shares	Sole	2024-05-14
2023-12-31	$1,670,532	27,503	-5.3%	Shares	Sole	2024-02-16
2023-09-30	$1,663,988	29,045	-26.8%	Shares	Sole	2023-11-02
2023-06-30	$2,943,439	39,669	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$3,052,676	39,604	-27.2%	Shares	Sole	2023-05-17
2022-12-31	$4,546,335	54,382	-5.7%	Shares	Sole	2023-02-13
2022-09-30	$4,521,904	57,670	+1.6%	Shares	Sole	2022-11-18
2022-06-30	$4,397,016	56,765	+0.0%	Shares	Sole	2022-08-10
2022-03-31	$4,808,224	56,761	-0.5%	Shares	Sole	2022-05-12
2021-12-31	$5,326,561	57,054	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$4,494,092	57,235	+0.2%	Shares	Sole	2021-11-05
2021-06-30	$4,186,046	57,124	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$4,316,877	57,094	-5.8%	Shares	Sole	2021-05-11
2020-12-31	$4,677,681	60,631	+317.6%	Shares	Sole	2021-02-09
2020-09-30	$4,029,616	14,518	+31.2%	Shares	Sole	2020-11-13
2020-06-30	$2,658,201	11,068	+16.1%	Shares	Sole	2020-08-13
2020-03-31	$2,294,552	9,536	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.