Hayek Kallen Investment Management

Position in NEE — Nextera Energy Inc

CIK 1430681 FAIRHOPE, AL

Position in NEE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$572,523

+$203,697 QoQ

Shares Held

6,523

+64.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,956

of 3,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Hayek Kallen Investment Management holds $5,216,270 across 4 Utilities - Regulated Electric names. NEE ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	28,200	$2,699,022
2	DUK	Duke Energy CORP	10,493	$1,328,203
3	D	Dominion Energy, Inc	9,028	$616,522
4	NEE	Nextera Energy Inc This page	6,523	$572,523

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,523	6,523	+64.3%	Shares	Sole	2026-08-17
2026-03-31	$368,826	3,971	-2.5%	Shares	Sole	2026-05-15
2025-09-30	$307,319	4,071	0.0%	Shares	Sole	2025-11-14
2025-06-30	$282,608	4,071	+8.0%	Shares	Sole	2025-08-15
2025-03-31	$267,326	3,771	0.0%	Shares	Sole	2025-05-15
2024-12-31	$270,342	3,771	-16.8%	Shares	Sole	2025-02-14
2024-09-30	$383,343	4,535	0.0%	Shares	Sole	2024-10-15
2024-06-30	$321,123	4,535	0.0%	Shares	Sole	2024-07-18
2024-03-31	$289,831	4,535	0.0%	Shares	Sole	2024-05-03
2023-12-31	$275,455	4,535	0.0%	Shares	Sole	2024-02-08
2023-09-30	$259,810	4,535	-1.5%	Shares	Sole	2023-11-07
2023-06-30	$341,691	4,605	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$360,040	4,671	0.0%	Shares	Sole	2023-05-08
2022-12-31	$390,495	4,671	-11.4%	Shares	Sole	2023-02-09
2022-09-30	$413,299	5,271	-2.2%	Shares	Sole	2022-10-19
2022-06-30	$417,277	5,387	-2.6%	Shares	Sole	2022-08-11
2022-03-31	$468,615	5,532	0.0%	Shares	Sole	2022-05-09
2021-12-31	$516,467	5,532	-12.0%	Shares	Sole	2022-02-08
2021-09-30	$493,576	6,286	0.0%	Shares	Sole	2021-10-06
2021-06-30	$460,638	6,286	0.0%	Shares	Sole	2021-08-12
2021-03-31	$475,284	6,286	0.0%	Shares	Sole	2021-05-14
2020-12-31	$484,964	6,286	+289.5%	Shares	Sole	2021-02-12
2020-09-30	$447,981	1,614	0.0%	Shares	Sole	2020-11-12
2020-06-30	$387,634	1,614	-9.5%	Shares	Sole	2020-09-10
2020-03-31	$429,266	1,784	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.