Aureus Asset Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1381296 BOSTON, MA

Position in NEE

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

Position Value

$52,292,049

-$3,390,254 QoQ

Shares Held

595,785

-0.6% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

3.32%

of 13F equity value

Holder Rank

#230

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

Aureus Asset Management, LLC holds $52,927,129 across 3 Utilities - Regulated Electric names. NEE ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	595,785	$52,292,049
2	AEP	American Electric Power Co Inc	2,905	$397,433
3	SO	Southern Co	2,483	$237,647

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,292,049	595,785	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$55,682,303	599,508	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$47,750,945	594,805	+2.0%	Shares	Sole	2026-02-17
2025-09-30	$44,034,524	583,316	-2.1%	Shares	Sole	2025-11-17
2025-06-30	$41,351,203	595,667	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$42,444,891	598,743	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$43,540,347	607,342	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$51,919,340	614,212	-2.5%	Shares	Sole	2024-11-14
2024-06-30	$44,593,447	629,762	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$40,043,769	626,565	+46.8%	Shares	Sole	2024-05-13
2023-12-31	$25,926,686	426,847	+2.0%	Shares	Sole	2024-02-14
2023-09-30	$23,972,141	418,435	+19.8%	Shares	Sole	2023-11-13
2023-06-30	$25,916,501	349,279	+82.6%	Shares	Sole	2023-08-11
2023-03-31	$14,740,702	191,239	+4591.8%	Shares	Sole	2023-05-12
2022-12-31	$340,753	4,076	+22.5%	Shares	Sole	2023-02-14
2022-09-30	$260,870	3,327	-54.4%	Shares	Sole	2022-11-14
2022-06-30	$565,380	7,299	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$616,942	7,283	-13.7%	Shares	Sole	2022-05-12
2021-12-31	$787,865	8,439	0.0%	Shares	Sole	2022-02-14
2021-09-30	$662,630	8,439	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$608,517	8,304	-1.4%	Shares	Sole	2021-08-16
2021-03-31	$636,938	8,424	+32.2%	Shares	Sole	2021-05-14
2020-12-31	$491,599	6,372	+300.0%	Shares	Sole	2021-02-16
2020-09-30	$442,153	1,593	-2.1%	Shares	Sole	2020-11-13
2020-06-30	$390,996	1,628	-6.7%	Shares	Sole	2020-08-11
2020-03-31	$419,881	1,745	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.