Essex Financial Services, Inc.

Position in NEE — Nextera Energy Inc

CIK 1315785 ESSEX, CT

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,757,609

-$295,488 QoQ

Shares Held

42,812

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#902

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. NEE ranks #1 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	42,812	$3,757,609
2	SO	Southern Co	37,207	$3,561,081
3	DUK	Duke Energy CORP	15,657	$1,981,863
4	ES	Eversource Energy	20,910	$1,511,165
5	AEP	American Electric Power Co Inc	7,643	$1,045,638
6	D	Dominion Energy, Inc	13,750	$938,987
7	ED	Consolidated Edison Inc	6,151	$680,485
8	EIX	Edison International	7,521	$559,938

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,757,609	42,812	-1.9%	Shares	Defined	2026-08-10
2026-03-31	$4,053,097	43,638	+3.4%	Shares	Defined	2026-04-24
2025-12-31	$3,388,137	42,204	-13.1%	Shares	Defined	2026-02-10
2025-09-30	$3,666,700	48,572	+10.7%	Shares	Defined	2025-11-07
2025-06-30	$3,045,733	43,874	-0.9%	Shares	Defined	2025-07-16
2025-03-31	$3,138,300	44,270	+0.5%	Shares	Defined	2025-04-25
2024-12-31	$3,156,367	44,028	-1.8%	Shares	Defined	2025-01-29
2024-09-30	$3,788,634	44,820	-0.8%	Shares	Defined	2024-10-24
2024-06-30	$3,198,133	45,165	+69.9%	Shares	Defined	2024-08-09
2024-03-31	$1,698,791	26,581	+4.4%	Shares	Sole	2024-04-24
2023-12-31	$1,545,893	25,451	-2.0%	Shares	Sole	2024-02-06
2023-09-30	$1,487,305	25,961	+1.3%	Shares	Sole	2023-11-15
2023-06-30	$1,902,339	25,638	+0.6%	Shares	Sole	2023-08-09
2023-03-31	$1,964,152	25,482	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$2,007,319	24,011	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$1,910,851	24,370	+1.3%	Shares	Sole	2022-11-07
2022-06-30	$1,863,687	24,060	-3.4%	Shares	Sole	2022-08-01
2022-03-31	$2,110,549	24,915	+2.6%	Shares	Sole	2022-04-21
2021-12-31	$2,267,527	24,288	-2.2%	Shares	Sole	2022-02-11
2021-09-30	$1,949,101	24,823	+92.0%	Shares	Sole	2021-11-10
2021-06-30	$947,583	12,931	0.0%	Shares	Sole	2021-07-30
2021-03-31	$977,712	12,931	-29.2%	Shares	Sole	2021-05-11
2020-12-31	$1,408,141	18,252	+308.9%	Shares	Sole	2021-02-05
2020-09-30	$1,239,027	4,464	+13.2%	Shares	Sole	2020-11-10
2020-06-30	$946,750	3,942	-5.3%	Shares	Sole	2020-08-06
2020-03-31	$1,001,941	4,164	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.