Asset Advisors Investment Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1756695 AUGUSTA, GA

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,333,219

+$292,490 QoQ

Shares Held

72,157

+10.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#721

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Asset Advisors Investment Management, LLC holds $8,150,331 across 3 Utilities - Regulated Electric names. NEE ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	72,157	$6,333,219
2	SO	Southern Co	13,263	$1,269,401
3	DUK	Duke Energy CORP	4,327	$547,711

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,333,219	72,157	+10.9%	Shares	Sole	2026-07-22
2026-03-31	$6,040,729	65,038	+18.9%	Shares	Sole	2026-04-16
2025-12-31	$4,390,352	54,688	+38.0%	Shares	Sole	2026-01-23
2025-09-30	$2,990,687	39,617	+5.0%	Shares	Sole	2025-10-23
2025-06-30	$2,619,216	37,730	-3.3%	Shares	Sole	2025-07-21
2025-03-31	$2,766,765	39,029	-1.5%	Shares	Sole	2025-05-02
2024-12-31	$2,840,859	39,627	+1.2%	Shares	Sole	2025-02-04
2024-09-30	$3,309,518	39,152	+5.7%	Shares	Sole	2024-11-26
2024-06-30	$2,622,519	37,036	+12.6%	Shares	Sole	2024-08-14
2024-03-31	$2,101,232	32,878	-45.1%	Shares	Sole	2024-05-14
2023-12-31	$3,636,503	59,870	-46.5%	Shares	Sole	2024-02-23
2023-09-30	$6,406,282	111,822	-13.1%	Shares	Sole	2023-10-26
2023-06-30	$9,548,056	128,680	-3.6%	Shares	Sole	2023-08-03
2023-03-31	$10,285,555	133,440	-0.7%	Shares	Sole	2023-04-25
2022-12-31	$11,239,184	134,440	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$10,675,521	136,150	-0.9%	Shares	Sole	2022-11-01
2022-06-30	$10,642,229	137,390	-6.8%	Shares	Sole	2022-07-28
2022-03-31	$12,487,948	147,420	-0.2%	Shares	Sole	2022-04-22
2021-12-31	$13,785,911	147,664	+1.0%	Shares	Sole	2022-01-27
2021-09-30	$11,476,797	146,164	+3.6%	Shares	Sole	2021-10-29
2021-06-30	$10,337,023	141,062	+2.1%	Shares	Sole	2021-07-16
2021-03-31	$10,444,160	138,132	+4.4%	Shares	Sole	2021-04-15
2020-12-31	$10,210,571	132,347	+443.7%	Shares	Sole	2021-01-21
2020-09-30	$6,755,810	24,340	+64.3%	Shares	Sole	2020-10-20
2020-06-30	$3,557,398	14,812	+105.1%	Shares	Sole	2020-07-21
2020-03-31	$1,737,757	7,222	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.