O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in NEE — Nextera Energy Inc

CIK 1423442 Stamford, CT

Position in NEE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$46,617,400

+$13,218,111 QoQ

Shares Held

501,910

+20.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $253,555,538 across 33 Utilities - Regulated Electric names. NEE ranks #1 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	501,910	$46,617,400
2	DUK	Duke Energy CORP	202,051	$26,456,557
3	AEP	American Electric Power Co Inc	191,859	$25,148,877
4	SO	Southern Co	246,737	$23,815,055
5	ETR	Entergy Corp /De/	123,452	$13,871,066
6	D	Dominion Energy, Inc	202,372	$12,510,637
7	WEC	Wec Energy Group, Inc.	106,047	$12,277,061
8	XEL	Xcel Energy Inc	129,530	$10,289,863

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,617,400	501,910	+20.6%	Shares	Sole	2026-05-13
2025-12-31	$33,399,289	416,035	+14.4%	Shares	Sole	2026-02-11
2025-09-30	$27,458,204	363,733	+9.7%	Shares	Sole	2025-11-13
2025-06-30	$23,025,364	331,682	+13.3%	Shares	Sole	2025-08-12
2025-03-31	$20,757,159	292,808	+17.3%	Shares	Sole	2025-05-13
2024-12-31	$17,893,393	249,594	+6.5%	Shares	Sole	2025-02-12
2024-09-30	$19,814,930	234,413	+9.0%	Shares	Sole	2024-11-12
2024-06-30	$15,227,053	215,041	+45.7%	Shares	Sole	2024-08-14
2024-03-31	$9,433,116	147,600	+26.0%	Shares	Sole	2024-05-13
2023-12-31	$7,115,265	117,143	+29.0%	Shares	Sole	2024-02-09
2023-09-30	$5,203,077	90,820	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$6,679,409	90,019	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$6,935,889	89,983	-15.6%	Shares	Sole	2023-05-12
2022-12-31	$8,917,862	106,673	+2.7%	Shares	Sole	2023-02-10
2022-09-30	$8,143,976	103,864	+18.8%	Shares	Sole	2022-11-14
2022-06-30	$6,774,496	87,458	+18.0%	Shares	Sole	2022-08-11
2022-03-31	$6,280,484	74,141	+35.6%	Shares	Sole	2022-05-13
2021-12-31	$5,105,858	54,690	-47.1%	Shares	Defined	2022-02-11
2021-09-30	$8,114,021	103,337	+9.4%	Shares	Sole	2021-11-10
2021-06-30	$6,923,934	94,486	-2.4%	Shares	Sole	2021-08-09
2021-03-31	$7,319,123	96,801	+1.9%	Shares	Sole	2021-05-14
2020-12-31	$7,326,318	94,962	+1628.2%	Shares	Sole	2021-02-11
2020-09-30	$381,298	5,495	+41.1%	Shares	Sole	2020-11-12
2020-06-30	$233,805	3,894	+566.8%	Shares	Sole	2020-08-13
2020-03-31	$35,130	584	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.