Birch Hill Investment Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1424177 Boston, MA

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$19,770,806

+$4,366,473 QoQ

Shares Held

225,257

+35.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#405

of 2,999 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Birch Hill Investment Advisors LLC holds $21,576,251 across 3 Utilities - Regulated Electric names. NEE ranks #1 (91.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	225,257	$19,770,806
2	DUK	Duke Energy CORP	7,888	$998,463
3	D	Dominion Energy, Inc	11,817	$806,982

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,770,806	225,257	+35.8%	Shares	Sole	2026-07-21
2026-03-31	$15,404,333	165,852	+5.0%	Shares	Sole	2026-04-29
2025-12-31	$12,677,978	157,922	-1.8%	Shares	Sole	2026-01-27
2025-09-30	$12,139,093	160,804	+19.8%	Shares	Sole	2025-10-23
2025-06-30	$9,319,982	134,255	+78.0%	Shares	Sole	2025-07-30
2025-03-31	$5,345,460	75,405	+1.8%	Shares	Sole	2025-04-18
2024-12-31	$5,310,508	74,076	+4.9%	Shares	Sole	2025-01-28
2024-09-30	$5,971,030	70,638	+1.5%	Shares	Sole	2024-10-10
2024-06-30	$4,927,526	69,588	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$4,399,436	68,838	+3.6%	Shares	Sole	2024-05-13
2023-12-31	$4,034,533	66,423	-2.8%	Shares	Sole	2024-01-29
2023-09-30	$3,914,110	68,321	-0.7%	Shares	Sole	2023-10-19
2023-06-30	$5,106,518	68,821	+0.5%	Shares	Sole	2023-07-20
2023-03-31	$5,277,050	68,462	+0.4%	Shares	Sole	2023-04-14
2022-12-31	$5,697,925	68,157	0.0%	Shares	Sole	2023-01-31
2022-09-30	$5,344,190	68,157	-2.0%	Shares	Sole	2022-10-19
2022-06-30	$5,387,885	69,557	+0.4%	Shares	Sole	2022-07-13
2022-03-31	$5,870,995	69,307	+0.2%	Shares	Sole	2022-04-08
2021-12-31	$6,459,298	69,187	+4.8%	Shares	Sole	2022-02-02
2021-09-30	$5,181,299	65,987	+0.7%	Shares	Sole	2021-10-25
2021-06-30	$4,803,284	65,547	+2.1%	Shares	Sole	2021-07-22
2021-03-31	$4,854,691	64,207	+2.4%	Shares	Sole	2021-04-26
2020-12-31	$4,835,144	62,672	+300.0%	Shares	Sole	2021-01-27
2020-09-30	$4,348,810	15,668	0.0%	Shares	Sole	2020-10-22
2020-06-30	$3,762,983	15,668	0.0%	Shares	Sole	2020-08-10
2020-03-31	$3,770,034	15,668	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.