Newman Dignan & Sheerar, Inc.

Position in NEE — Nextera Energy Inc

CIK 1566493 PROVIDENCE, RI

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,698,525

-$32,108 QoQ

Shares Held

19,352

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,306

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Newman Dignan & Sheerar, Inc. holds $2,778,943 across 5 Utilities - Regulated Electric names. NEE ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	19,352	$1,698,525
2	PEG	Public Service Enterprise Group Inc	5,605	$454,901
3	DUK	Duke Energy CORP	1,753	$221,894
4	SO	Southern Co	2,123	$203,192
5	D	Dominion Energy, Inc	2,935	$200,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,698,525	19,352	+3.9%	Shares	Sole	2026-07-14
2026-03-31	$1,730,633	18,633	+1.0%	Shares	Sole	2026-04-13
2025-12-31	$1,480,925	18,447	+1.5%	Shares	Sole	2026-01-22
2025-09-30	$1,372,181	18,177	+6.5%	Shares	Sole	2025-10-09
2025-06-30	$1,184,791	17,067	-7.8%	Shares	Sole	2025-07-18
2025-03-31	$1,312,599	18,516	+11.6%	Shares	Sole	2025-05-14
2024-12-31	$1,189,623	16,594	-2.3%	Shares	Sole	2025-01-30
2024-09-30	$1,435,234	16,979	+1.7%	Shares	Sole	2024-11-12
2024-06-30	$1,182,243	16,696	-1.8%	Shares	Sole	2024-07-15
2024-03-31	$1,086,150	16,995	+2.5%	Shares	Sole	2024-04-29
2023-12-31	$1,007,372	16,585	+32.4%	Shares	Sole	2024-02-09
2023-09-30	$717,385	12,522	+2.5%	Shares	Sole	2023-11-08
2023-06-30	$906,724	12,220	-1.4%	Shares	Sole	2023-08-02
2023-03-31	$955,021	12,390	+1.8%	Shares	Sole	2023-04-28
2022-12-31	$1,016,994	12,165	+1.0%	Shares	Sole	2023-01-20
2022-09-30	$944,683	12,048	-0.9%	Shares	Sole	2022-10-18
2022-06-30	$941,603	12,156	-3.8%	Shares	Sole	2022-08-03
2022-03-31	$1,069,972	12,631	+12.1%	Shares	Sole	2022-04-14
2021-12-31	$1,051,700	11,265	+2.0%	Shares	Sole	2022-01-18
2021-09-30	$867,488	11,048	-7.5%	Shares	Sole	2021-10-07
2021-06-30	$875,256	11,944	+55.3%	Shares	Sole	2021-07-28
2021-03-31	$581,440	7,690	+3.2%	Shares	Sole	2021-05-05
2020-12-31	$574,613	7,448	+307.7%	Shares	Sole	2021-01-29
2020-09-30	$507,102	1,827	+1.1%	Shares	Sole	2020-10-14
2020-06-30	$433,987	1,807	+59.2%	Shares	Sole	2020-08-06
2020-03-31	$273,103	1,135	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.