INVESTMENT HOUSE LLC

Position in NEE — Nextera Energy Inc

CIK 1566030 REDONDO BEACH, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,746,623

-$143,485 QoQ

Shares Held

19,900

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,294

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Utilities · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $3,976,913 across 5 Utilities - Regulated Electric names. NEE ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	19,900	$1,746,623
2	WEC	Wec Energy Group, Inc.	7,300	$852,421
3	AEP	American Electric Power Co Inc	4,566	$624,674
4	SO	Southern Co	4,100	$392,411
5	EIX	Edison International	4,846	$360,784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,746,623	19,900	-2.2%	Shares	Sole	2026-07-31
2026-03-31	$1,890,108	20,350	0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,633,698	20,350	-1.9%	Shares	Sole	2026-02-06
2025-09-30	$1,566,417	20,750	-2.8%	Shares	Sole	2025-10-31
2025-06-30	$1,482,117	21,350	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,513,501	21,350	0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,530,581	21,350	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,804,715	21,350	0.0%	Shares	Sole	2024-11-07
2024-06-30	$1,511,793	21,350	0.0%	Shares	Sole	2024-07-22
2024-03-31	$1,364,478	21,350	+0.5%	Shares	Sole	2024-05-02
2023-12-31	$1,290,725	21,250	+6.6%	Shares	Sole	2024-02-05
2023-09-30	$1,141,503	19,925	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$1,472,870	19,850	+1.3%	Shares	Sole	2023-08-08
2023-03-31	$1,510,768	19,600	0.0%	Shares	Sole	2023-05-09
2022-12-31	$1,638,560	19,600	0.0%	Shares	Sole	2023-02-07
2022-09-30	$1,536,836	19,600	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,518,216	19,600	0.0%	Shares	Sole	2022-08-09
2022-03-31	$1,660,316	19,600	0.0%	Shares	Sole	2022-04-14
2021-12-31	$1,829,856	19,600	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,538,992	19,600	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,436,288	19,600	0.0%	Shares	Sole	2021-07-20
2021-03-31	$1,481,956	19,600	-2.0%	Shares	Sole	2021-05-06
2020-12-31	$1,543,000	20,000	+300.0%	Shares	Sole	2021-01-13
2020-09-30	$1,387,800	5,000	0.0%	Shares	Sole	2020-11-06
2020-06-30	$1,200,850	5,000	0.0%	Shares	Sole	2020-07-13
2020-03-31	$1,203,100	5,000	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.