SMITH CHAS P & ASSOCIATES PA CPAS

Position in NEE — Nextera Energy Inc

CIK 1082509 LAKELAND, FL

Position in NEE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,991,053

+$483,219 QoQ

Shares Held

42,970

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

SMITH CHAS P & ASSOCIATES PA CPAS holds $7,259,785 across 4 Utilities - Regulated Electric names. NEE ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	42,970	$3,991,053
2	SO	Southern Co	24,294	$2,344,856
3	DUK	Duke Energy CORP	4,719	$617,905
4	EVRG	Evergy, Inc.	3,735	$305,971

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,991,053	42,970	-1.7%	Shares	Sole	2026-05-12
2025-12-31	$3,507,834	43,695	+44.3%	Shares	Sole	2026-02-09
2025-09-30	$2,286,592	30,290	-53.6%	Shares	Sole	2025-11-12
2025-06-30	$4,529,724	65,251	-7.7%	Shares	Sole	2025-07-17
2025-03-31	$5,009,725	70,669	-10.2%	Shares	Sole	2025-05-08
2024-12-31	$5,639,063	78,659	-4.6%	Shares	Sole	2025-01-21
2024-09-30	$6,971,273	82,471	-6.3%	Shares	Sole	2024-10-11
2024-06-30	$6,233,404	88,030	-8.5%	Shares	Sole	2024-07-29
2024-03-31	$6,148,781	96,210	-83.9%	Shares	Sole	2024-04-25
2023-12-31	$36,213,430	596,204	+22.7%	Shares	Sole	2024-02-01
2023-09-30	$27,838,757	485,927	-2.2%	Shares	Sole	2023-11-02
2023-06-30	$36,854,175	496,687	+6.8%	Shares	Sole	2023-07-31
2023-03-31	$35,850,910	465,113	+1.0%	Shares	Sole	2023-04-27
2022-12-31	$38,499,472	460,520	+1.4%	Shares	Sole	2023-01-12
2022-09-30	$35,607,000	454,113	+1.5%	Shares	Sole	2022-11-22
2022-06-30	$34,640,112	447,200	+2.0%	Shares	Sole	2022-07-15
2022-03-31	$37,151,772	438,576	+2.4%	Shares	Sole	2022-05-12
2021-12-31	$39,971,897	428,148	+0.8%	Shares	Sole	2022-02-07
2021-09-30	$33,367,309	424,953	+4.0%	Shares	Sole	2021-10-12
2021-06-30	$29,941,768	408,594	+3.5%	Shares	Sole	2021-07-23
2021-03-31	$29,853,171	394,831	+2.0%	Shares	Sole	2021-05-11
2020-12-31	$29,860,290	387,042	+289.6%	Shares	Sole	2021-02-10
2020-09-30	$27,576,141	99,352	-2.6%	Shares	Sole	2020-11-10
2020-06-30	$24,504,304	102,029	-1.0%	Shares	Sole	2020-08-13
2020-03-31	$24,805,034	103,088	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.