SIGMA INVESTMENT COUNSELORS INC

Position in NEE — Nextera Energy Inc

CIK 1085163 NORTHVILLE, MI

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,848,327

-$573,635 QoQ

Shares Held

55,239

-5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#804

of 3,000 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

SIGMA INVESTMENT COUNSELORS INC holds $7,587,970 across 6 Utilities - Regulated Electric names. NEE ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	55,239	$4,848,327
2	DTE	Dte Energy Co	7,126	$1,085,788
3	ETR	Entergy Corp /De/	4,709	$540,875
4	SO	Southern Co	5,133	$491,279
5	DUK	Duke Energy CORP	2,550	$322,779
6	ED	Consolidated Edison Inc	2,702	$298,922

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,848,327	55,239	-5.4%	Shares	Sole	2026-07-28
2026-03-31	$5,421,962	58,376	-4.3%	Shares	Sole	2026-04-29
2025-12-31	$4,895,073	60,975	-1.1%	Shares	Sole	2026-02-03
2025-09-30	$4,654,562	61,658	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$4,266,344	61,457	+6.2%	Shares	Sole	2025-07-29
2025-03-31	$4,101,199	57,853	-5.6%	Shares	Sole	2025-04-30
2024-12-31	$4,391,657	61,259	+0.9%	Shares	Sole	2025-02-04
2024-09-30	$5,132,915	60,723	+1.2%	Shares	Sole	2024-10-23
2024-06-30	$4,250,582	60,028	+7.7%	Shares	Sole	2024-07-25
2024-03-31	$3,562,662	55,745	+2.1%	Shares	Sole	2024-04-25
2023-12-31	$3,316,889	54,608	+1183.4%	Shares	Sole	2024-01-22
2023-09-30	$243,768	4,255	+28.5%	Shares	Sole	2023-10-24
2023-06-30	$245,676	3,311	-5.7%	Shares	Sole	2023-07-21
2023-03-31	$270,550	3,510	+26.3%	Shares	Sole	2023-04-28
2022-12-31	$232,240	2,778	-1.5%	Shares	Sole	2023-01-27
2022-09-30	$221,037	2,819	-0.6%	Shares	Sole	2022-10-24
2022-06-30	$219,599	2,835	+2.1%	Shares	Sole	2022-07-15
2022-03-31	$235,324	2,778	+9.4%	Shares	Sole	2022-04-20
2021-12-31	$237,134	2,540	-11.4%	Shares	Sole	2022-02-08
2020-12-31	$221,266	2,868	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.