NORTHEAST INVESTMENT MANAGEMENT

Position in NEE — Nextera Energy Inc

CIK 1082215 BOSTON, MA

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$32,885,312

-$1,688,617 QoQ

Shares Held

374,676

+0.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#292

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $34,466,424 across 4 Utilities - Regulated Electric names. NEE ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	374,676	$32,885,312
2	SO	Southern Co	8,821	$844,257
3	AEP	American Electric Power Co Inc	3,901	$533,695
4	DUK	Duke Energy CORP	1,605	$203,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,885,312	374,676	+0.7%	Shares	Sole	2026-07-16
2026-03-31	$34,573,929	372,243	-1.7%	Shares	Sole	2026-04-21
2025-12-31	$30,387,344	378,517	-2.4%	Shares	Sole	2026-02-04
2025-09-30	$29,272,530	387,767	-3.6%	Shares	Sole	2025-11-07
2025-06-30	$27,930,720	402,344	-1.5%	Shares	Sole	2025-07-29
2025-03-31	$28,962,676	408,558	-0.8%	Shares	Sole	2025-04-15
2024-12-31	$29,526,960	411,870	-0.6%	Shares	Sole	2025-01-28
2024-09-30	$35,009,790	414,170	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$29,239,927	412,935	+0.2%	Shares	Sole	2024-07-26
2024-03-31	$26,335,649	412,074	-5.6%	Shares	Sole	2024-05-01
2023-12-31	$26,500,558	436,295	-2.3%	Shares	Sole	2024-02-09
2023-09-30	$25,580,615	446,511	-0.5%	Shares	Sole	2023-11-08
2023-06-30	$33,301,998	448,814	-0.9%	Shares	Sole	2023-07-28
2023-03-31	$34,895,657	452,720	+0.5%	Shares	Sole	2023-04-28
2022-12-31	$37,646,668	450,319	-2.0%	Shares	Sole	2023-01-27
2022-09-30	$36,025,788	459,454	+1.1%	Shares	Sole	2022-10-28
2022-06-30	$35,193,873	454,349	+0.3%	Shares	Sole	2022-08-05
2022-03-31	$38,383,202	453,113	+0.7%	Shares	Sole	2022-05-04
2021-12-31	$42,008,919	449,967	-0.0%	Shares	Sole	2022-02-07
2021-09-30	$35,345,385	450,145	+1.2%	Shares	Sole	2021-11-08
2021-06-30	$32,584,098	444,652	+1.2%	Shares	Sole	2021-08-05
2021-03-31	$33,223,034	439,400	+1.3%	Shares	Sole	2021-05-11
2020-12-31	$33,474,073	433,883	+296.2%	Shares	Sole	2021-02-10
2020-09-30	$30,399,203	109,523	+1.3%	Shares	Sole	2020-11-13
2020-06-30	$25,976,306	108,158	+0.7%	Shares	Sole	2020-08-11
2020-03-31	$25,848,844	107,426	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.