HEADINVEST, LLC

Position in NEE — Nextera Energy Inc

CIK 1372130 Portland, ME

Position in NEE

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

Position Value

$1,368,070

-$79,186 QoQ

Shares Held

15,587

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,429

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

HEADINVEST, LLC holds $2,545,698 across 4 Utilities - Regulated Electric names. NEE ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	15,587	$1,368,070
2	DUK	Duke Energy CORP	4,939	$625,178
3	D	Dominion Energy, Inc	4,652	$317,685
4	AEP	American Electric Power Co Inc	1,716	$234,765

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,368,070	15,587	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,447,256	15,582	+3.0%	Shares	Sole	2026-05-15
2025-12-31	$1,214,315	15,126	+4.7%	Shares	Sole	2026-02-02
2025-09-30	$1,090,453	14,445	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$962,785	13,869	-35.8%	Shares	Sole	2025-08-14
2025-03-31	$1,532,358	21,616	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$1,560,404	21,766	+0.3%	Shares	Sole	2025-02-18
2024-09-30	$1,833,540	21,691	-0.1%	Shares	Sole	2024-11-15
2024-06-30	$1,538,205	21,723	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$1,364,095	21,344	-21.1%	Shares	Sole	2024-08-14
2023-12-31	$1,643,563	27,059	+15.7%	Shares	Sole	2024-02-12
2023-09-30	$1,339,497	23,381	-0.6%	Shares	Sole	2023-12-11
2023-06-30	$1,746,148	23,533	-1.1%	Shares	Sole	2023-08-23
2023-03-31	$1,833,501	23,787	+0.0%	Shares	Sole	2023-05-17
2022-12-31	$1,988,258	23,783	-1.3%	Shares	Sole	2023-02-13
2022-09-30	$1,889,602	24,099	+2.8%	Shares	Sole	2022-12-28
2022-06-30	$1,816,746	23,454	+2.4%	Shares	Sole	2022-08-12
2022-03-31	$1,940,621	22,909	+2.8%	Shares	Sole	2022-05-13
2021-12-31	$2,080,060	22,280	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$1,727,440	22,000	-1.9%	Shares	Sole	2021-11-16
2021-06-30	$1,644,110	22,436	-0.6%	Shares	Sole	2021-08-30
2021-03-31	$1,705,912	22,562	-1.2%	Shares	Sole	2021-05-13
2020-12-31	$1,762,183	22,841	+353.2%	Shares	Sole	2021-02-16
2020-09-30	$1,398,902	5,040	-12.8%	Shares	Sole	2020-11-24
2020-06-30	$1,388,662	5,782	+28.2%	Shares	Sole	2020-08-12
2020-03-31	$1,085,436	4,511	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.