APPLETON PARTNERS INC/MA

Position in NEE — Nextera Energy Inc

CIK 1055290 BOSTON, MA

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$340,635

-$22,897 QoQ

Shares Held

3,881

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,337

of 3,000 holders

Holding Since

Mar 2020

22 quarters on record

Utilities · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $1,105,280 across 3 Utilities - Regulated Electric names. NEE ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	3,782	$441,624
2	NEE	Nextera Energy Inc This page	3,881	$340,635
3	SO	Southern Co	3,375	$323,021

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,635	3,881	-0.8%	Shares	Sole	2026-07-21
2026-03-31	$363,532	3,914	-2.2%	Shares	Sole	2026-04-28
2025-12-31	$321,441	4,004	+33.9%	Shares	Sole	2026-01-09
2024-09-30	$252,829	2,991	-4.2%	Shares	Sole	2024-10-01
2024-06-30	$220,998	3,121	-5.1%	Shares	Sole	2024-07-02
2024-03-31	$210,199	3,289	-38.9%	Shares	Sole	2024-04-01
2023-12-31	$327,024	5,384	-10.1%	Shares	Sole	2024-01-02
2023-09-30	$343,109	5,989	-24.7%	Shares	Sole	2023-10-03
2023-06-30	$590,261	7,955	-40.5%	Shares	Sole	2023-07-10
2023-03-31	$1,029,788	13,360	+3.3%	Shares	Sole	2023-04-10
2022-12-31	$1,080,780	12,928	+2.1%	Shares	Sole	2023-01-19
2022-09-30	$993,297	12,668	-3.3%	Shares	Sole	2022-10-27
2022-06-30	$1,015,268	13,107	+0.0%	Shares	Sole	2022-07-08
2022-03-31	$1,109,955	13,103	-0.6%	Shares	Sole	2022-04-05
2021-12-31	$1,231,231	13,188	-1.0%	Shares	Sole	2022-02-03
2021-09-30	$1,045,886	13,320	+3.3%	Shares	Sole	2021-10-14
2021-06-30	$945,312	12,900	+1.4%	Shares	Sole	2021-07-07
2021-03-31	$962,137	12,725	+0.3%	Shares	Sole	2021-04-19
2020-12-31	$979,264	12,693	+311.2%	Shares	Sole	2021-01-19
2020-09-30	$856,827	3,087	-2.2%	Shares	Sole	2020-10-14
2020-06-30	$758,216	3,157	-5.1%	Shares	Sole	2020-08-14
2020-03-31	$800,542	3,327	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.