Carl P. Sherr & Co., LLC

Position in NEE — Nextera Energy Inc

CIK 1818535 WORCESTER, MA

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$962,222

-$8,374 QoQ

Shares Held

10,963

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,640

of 2,999 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

Carl P. Sherr & Co., LLC holds $2,038,321 across 4 Utilities - Regulated Electric names. NEE ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	10,963	$962,222
2	WEC	Wec Energy Group, Inc.	4,186	$488,799
3	DUK	Duke Energy CORP	2,611	$330,500
4	PNW	Pinnacle West Capital Corp	2,400	$256,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$962,222	10,963	+4.9%	Shares	Sole	2026-08-03
2026-03-31	$970,596	10,450	+0.0%	Shares	Sole	2026-05-07
2025-12-31	$838,765	10,448	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$788,493	10,445	+1.4%	Shares	Sole	2025-11-03
2025-06-30	$715,234	10,303	+0.0%	Shares	Sole	2025-08-08
2025-03-31	$730,167	10,300	0.0%	Shares	Sole	2025-05-08
2024-12-31	$738,407	10,300	0.0%	Shares	Sole	2025-02-03
2024-09-30	$870,659	10,300	0.0%	Shares	Sole	2024-11-14
2024-06-30	$729,343	10,300	0.0%	Shares	Sole	2024-07-23
2024-03-31	$658,273	10,300	0.0%	Shares	Sole	2024-05-02
2023-12-31	$625,622	10,300	-4.5%	Shares	Sole	2024-01-30
2023-09-30	$617,586	10,780	0.0%	Shares	Sole	2023-11-03
2023-06-30	$799,876	10,780	-0.1%	Shares	Sole	2023-07-17
2023-03-31	$831,693	10,790	0.0%	Shares	Sole	2023-05-02
2022-12-31	$902,044	10,790	-7.3%	Shares	Sole	2023-02-03
2022-09-30	$913,084	11,645	0.0%	Shares	Sole	2022-11-10
2022-06-30	$902,021	11,645	0.0%	Shares	Sole	2022-08-03
2022-03-31	$986,447	11,645	-0.3%	Shares	Sole	2022-05-03
2021-12-31	$1,090,911	11,685	-3.2%	Shares	Sole	2022-02-11
2021-09-30	$947,657	12,069	0.0%	Shares	Sole	2021-11-03
2021-06-30	$884,416	12,069	-1.6%	Shares	Sole	2021-07-21
2021-03-31	$927,659	12,269	0.0%	Shares	Sole	2021-04-13
2020-12-31	$946,553	12,269	+245.5%	Shares	Sole	2021-02-08
2020-09-30	$985,615	3,551	-1.4%	Shares	Sole	2020-10-19
2020-06-30	$865,092	3,602	0.0%	Shares	Sole	2020-07-29
2020-03-31	$866,713	3,602	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.