MOGY JOEL R INVESTMENT COUNSEL INC

Position in NEE — Nextera Energy Inc

CIK 1126735 BEVERLY HILLS, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,613,176

-$152,140 QoQ

Shares Held

29,773

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,051

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MOGY JOEL R INVESTMENT COUNSEL INC holds $4,772,813 across 3 Utilities - Regulated Electric names. NEE ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	29,773	$2,613,176
2	WEC	Wec Energy Group, Inc.	15,708	$1,834,223
3	SO	Southern Co	3,400	$325,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,613,176	29,773	0.0%	Shares	Sole	2026-07-14
2026-03-31	$2,765,316	29,773	0.0%	Shares	Sole	2026-04-15
2025-12-31	$2,390,176	29,773	0.0%	Shares	Sole	2026-01-30
2025-09-30	$2,247,563	29,773	0.0%	Shares	Sole	2025-10-16
2025-06-30	$2,066,841	29,773	0.0%	Shares	Sole	2025-07-10
2025-03-31	$2,110,607	29,773	-3.3%	Shares	Sole	2025-04-16
2024-12-31	$2,206,259	30,775	-7.0%	Shares	Sole	2025-01-17
2024-09-30	$2,795,829	33,075	-8.6%	Shares	Sole	2024-10-18
2024-06-30	$2,562,613	36,190	-12.8%	Shares	Sole	2024-07-15
2024-03-31	$2,652,904	41,510	-50.0%	Shares	Sole	2024-04-30
2023-12-31	$5,042,634	83,020	+4.2%	Shares	Sole	2024-02-05
2023-09-30	$4,566,585	79,710	-6.0%	Shares	Sole	2023-11-01
2023-06-30	$6,294,386	84,830	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$6,446,971	83,640	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$6,930,440	82,900	+1.2%	Shares	Sole	2023-02-14
2022-09-30	$6,422,171	81,905	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$6,239,790	80,555	+2.5%	Shares	Sole	2022-08-12
2022-03-31	$6,656,511	78,580	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$7,300,752	78,200	+3.3%	Shares	Sole	2022-02-11
2021-09-30	$5,943,964	75,700	+5.9%	Shares	Sole	2021-10-27
2021-06-30	$5,235,856	71,450	+25.2%	Shares	Sole	2021-08-04
2021-03-31	$4,315,440	57,075	+8.5%	Shares	Sole	2021-05-05
2020-12-31	$4,058,090	52,600	+300.0%	Shares	Sole	2021-02-08
2020-09-30	$3,649,914	13,150	-2.2%	Shares	Sole	2020-11-12
2020-06-30	$3,230,286	13,450	-3.9%	Shares	Sole	2020-08-11
2020-03-31	$3,368,680	14,000	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.