S.A. Mason LLC

Position in NEE — Nextera Energy Inc

CIK 1800911 HOLLAND, MI

Position in NEE

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

Position Value

$1,273,542

+$132,883 QoQ

Shares Held

14,510

+18.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,460

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

S.A. Mason LLC holds $2,603,088 across 6 Utilities - Regulated Electric names. NEE ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	14,510	$1,273,542
2	D	Dominion Energy, Inc	8,115	$554,173
3	SO	Southern Co	2,483	$237,647
4	AEP	American Electric Power Co Inc	1,430	$195,638
5	DTE	Dte Energy Co	1,215	$185,129
6	DUK	Duke Energy CORP	1,240	$156,959

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,273,542	14,510	+18.1%	Shares	Sole	2026-07-31
2026-03-31	$1,140,659	12,281	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$985,115	12,271	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$922,563	12,221	0.0%	Shares	Sole	2025-10-14
2025-06-30	$848,381	12,221	+1.4%	Shares	Sole	2025-07-14
2025-03-31	$854,366	12,052	+1.4%	Shares	Sole	2025-04-23
2024-12-31	$851,820	11,882	+2.7%	Shares	Sole	2025-01-24
2024-09-30	$978,434	11,575	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$815,306	11,514	+6.8%	Shares	Sole	2024-07-10
2024-03-31	$689,205	10,784	+1.1%	Shares	Sole	2024-04-15
2023-12-31	$647,852	10,666	-2.4%	Shares	Sole	2024-01-17
2023-09-30	$625,950	10,926	+2.3%	Shares	Sole	2023-10-13
2023-06-30	$792,159	10,676	0.0%	Shares	Sole	2023-07-20
2023-03-31	$822,906	10,676	0.0%	Shares	Sole	2023-05-10
2022-12-31	$892,513	10,676	0.0%	Shares	Sole	2023-01-10
2022-09-30	$837,105	10,676	0.0%	Shares	Sole	2022-10-20
2022-06-30	$826,962	10,676	0.0%	Shares	Sole	2022-07-07
2022-03-31	$904,363	10,676	0.0%	Shares	Sole	2022-05-12
2021-12-31	$996,711	10,676	-5.3%	Shares	Sole	2022-01-04
2021-09-30	$885,391	11,276	0.0%	Shares	Sole	2021-10-12
2021-06-30	$826,305	11,276	0.0%	Shares	Sole	2021-07-07
2021-03-31	$852,578	11,276	+5.6%	Shares	Sole	2021-04-20
2020-12-31	$823,653	10,676	+274.1%	Shares	Sole	2021-02-02
2020-09-30	$792,156	2,854	0.0%	Shares	Sole	2020-10-21
2020-06-30	$685,445	2,854	-1.7%	Shares	Sole	2020-07-27
2020-03-31	$698,760	2,904	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.