Hamilton Point Investment Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1599746 CHAPEL HILL, NC

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,141,859

-$329,021 QoQ

Shares Held

104,157

+2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#615

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Hamilton Point Investment Advisors, LLC holds $9,737,781 across 3 Utilities - Regulated Electric names. NEE ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	104,157	$9,141,859
2	DUK	Duke Energy CORP	2,531	$320,373
3	SO	Southern Co	2,879	$275,549

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,141,859	104,157	+2.1%	Shares	Sole	2026-07-28
2026-03-31	$9,470,880	101,969	-0.3%	Shares	Sole	2026-05-06
2025-12-31	$8,207,987	102,242	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$7,702,773	102,037	+0.5%	Shares	Sole	2025-10-20
2025-06-30	$7,047,587	101,521	-2.1%	Shares	Sole	2025-07-28
2025-03-31	$7,352,072	103,711	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$7,352,096	102,554	+2.0%	Shares	Sole	2025-01-23
2024-09-30	$8,501,773	100,577	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$7,168,308	101,233	+1.6%	Shares	Sole	2024-08-06
2024-03-31	$6,370,868	99,685	+18.4%	Shares	Sole	2024-05-07
2023-12-31	$5,115,705	84,223	-0.7%	Shares	Sole	2024-01-30
2023-09-30	$4,858,306	84,802	+0.0%	Shares	Sole	2023-11-09
2023-06-30	$6,290,527	84,778	-3.2%	Shares	Sole	2023-08-03
2023-03-31	$6,751,976	87,597	+1.5%	Shares	Sole	2023-05-10
2022-12-31	$7,212,172	86,270	+0.1%	Shares	Sole	2023-01-30
2022-09-30	$6,757,765	86,185	-0.1%	Shares	Sole	2022-11-08
2022-06-30	$6,681,854	86,262	+1.4%	Shares	Sole	2022-07-26
2022-03-31	$7,205,178	85,057	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$7,948,483	85,138	+0.9%	Shares	Sole	2022-02-07
2021-09-30	$6,622,376	84,340	-0.6%	Shares	Sole	2021-10-26
2021-06-30	$6,215,682	84,821	-0.1%	Shares	Sole	2021-08-02
2021-03-31	$6,422,389	84,941	+1.0%	Shares	Sole	2021-05-11
2020-12-31	$6,485,383	84,062	+298.9%	Shares	Sole	2021-02-04
2020-09-30	$5,848,466	21,071	-0.0%	Shares	Sole	2020-11-03
2020-06-30	$5,063,023	21,081	+2.0%	Shares	Sole	2020-08-03
2020-03-31	$4,970,727	20,658	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.