Empirical Finance, LLC

Position in NEE — Nextera Energy Inc

CIK 1572838 NEWTOWN SQUARE, PA

Position in NEE

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

Position Value

$6,178,656

-$130,775 QoQ

Shares Held

70,396

+3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#729

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. NEE ranks #1 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	70,396	$6,178,656
2	DUK	Duke Energy CORP	31,163	$3,944,612
3	SO	Southern Co	37,799	$3,617,742
4	AEP	American Electric Power Co Inc	18,071	$2,472,293
5	D	Dominion Energy, Inc	29,275	$1,999,189
6	ETR	Entergy Corp /De/	14,767	$1,696,137
7	EIX	Edison International	22,398	$1,667,531
8	EXC	Exelon Corp	34,851	$1,624,753

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,178,656	70,396	+3.6%	Shares	Sole	2026-08-14
2026-03-31	$6,309,431	67,931	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$5,458,879	67,998	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$5,362,885	71,041	+1.0%	Shares	Sole	2025-11-13
2025-06-30	$4,883,419	70,346	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$4,953,651	69,878	+1.4%	Shares	Sole	2025-05-07
2024-12-31	$4,938,437	68,886	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$5,897,996	69,774	+2.2%	Shares	Sole	2024-11-06
2024-06-30	$4,833,844	68,265	-5.6%	Shares	Sole	2024-07-30
2024-03-31	$4,619,798	72,286	+3.6%	Shares	Sole	2024-05-06
2023-12-31	$4,238,315	69,778	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$3,971,113	69,316	+11.7%	Shares	Sole	2023-11-02
2023-06-30	$4,603,219	62,038	+13.3%	Shares	Sole	2023-07-27
2023-03-31	$4,221,825	54,772	+5.4%	Shares	Sole	2023-04-05
2022-12-31	$4,344,859	51,972	+8.7%	Shares	Sole	2023-02-21
2022-09-30	$3,749,566	47,820	+19.7%	Shares	Sole	2022-11-04
2022-06-30	$3,094,449	39,949	+5.7%	Shares	Sole	2022-08-01
2022-03-31	$3,201,953	37,799	+12.7%	Shares	Sole	2022-04-21
2021-12-31	$3,131,014	33,537	+36.8%	Shares	Sole	2022-02-04
2021-09-30	$1,924,839	24,514	+24.6%	Shares	Sole	2021-11-12
2021-06-30	$1,442,223	19,681	0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,488,080	19,681	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,518,389	19,681	+386.4%	Shares	Sole	2021-02-02
2020-09-30	$1,123,007	4,046	+26.7%	Shares	Sole	2020-10-28
2020-06-30	$767,102	3,194	+14.4%	Shares	Sole	2020-07-20
2020-03-31	$671,811	2,792	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.