Aull & Monroe Investment Management Corp

Position in NEE — Nextera Energy Inc

CIK 1387615 MOBILE, AL

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,516,995

-$235,117 QoQ

Shares Held

51,464

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#833

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

Aull & Monroe Investment Management Corp holds $18,590,483 across 6 Utilities - Regulated Electric names. NEE ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	78,384	$7,502,132
2	DUK	Duke Energy CORP	40,184	$5,086,490
3	NEE	Nextera Energy Inc This page	51,464	$4,516,995
4	AEP	American Electric Power Co Inc	5,684	$777,628
5	EXC	Exelon Corp	8,479	$395,290
6	D	Dominion Energy, Inc	4,568	$311,948

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,516,995	51,464	+0.6%	Shares	Sole	2026-07-20
2026-03-31	$4,752,112	51,164	-1.0%	Shares	Sole	2026-04-21
2025-12-31	$4,147,345	51,661	+0.1%	Shares	Sole	2026-01-09
2025-09-30	$3,894,604	51,591	-8.7%	Shares	Sole	2025-11-13
2025-06-30	$3,923,132	56,513	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$4,044,061	57,047	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$4,109,414	57,322	-4.0%	Shares	Sole	2025-02-07
2024-09-30	$5,047,032	59,707	-2.9%	Shares	Sole	2024-11-01
2024-06-30	$4,352,478	61,467	-4.2%	Shares	Sole	2024-07-22
2024-03-31	$4,102,510	64,192	0.0%	Shares	Sole	2024-05-07
2023-12-31	$3,899,022	64,192	-1.7%	Shares	Sole	2024-01-26
2023-09-30	$3,741,953	65,316	0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,846,447	65,316	0.0%	Shares	Sole	2023-07-24
2023-03-31	$5,034,557	65,316	-3.1%	Shares	Sole	2023-05-12
2022-12-31	$5,632,968	67,380	-2.9%	Shares	Sole	2023-02-08
2022-09-30	$5,440,085	69,380	-2.0%	Shares	Sole	2022-11-10
2022-06-30	$5,482,618	70,780	-0.0%	Shares	Sole	2022-08-08
2022-03-31	$5,997,468	70,800	-2.3%	Shares	Sole	2022-05-02
2021-12-31	$6,762,998	72,440	-1.1%	Shares	Sole	2022-02-02
2021-09-30	$5,750,804	73,240	-3.3%	Shares	Sole	2021-10-26
2021-06-30	$5,547,882	75,708	-0.3%	Shares	Sole	2021-07-28
2021-03-31	$5,739,403	75,908	-4.8%	Shares	Sole	2021-04-19
2020-12-31	$6,149,472	79,708	+285.7%	Shares	Sole	2021-02-02
2020-09-30	$5,736,332	20,667	-2.4%	Shares	Sole	2020-11-02
2020-06-30	$5,083,678	21,167	-11.9%	Shares	Sole	2020-07-28
2020-03-31	$5,779,933	24,021	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.