MTM Investment Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1831416 SPARTANBURG, SC

Position in NEE

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

Position Value

$196,780

-$11,456 QoQ

Shares Held

2,242

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,741

of 2,997 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MTM Investment Management, LLC holds $7,779,629 across 15 Utilities - Regulated Electric names. NEE ranks #8 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	43,669	$4,179,559
2	DUK	Duke Energy CORP	12,516	$1,584,275
3	WEC	Wec Energy Group, Inc.	2,610	$304,769
4	CNP	Centerpoint Energy Inc	6,167	$271,594
5	D	Dominion Energy, Inc	3,540	$241,746
6	EXC	Exelon Corp	5,148	$239,999
7	AEP	American Electric Power Co Inc	1,643	$224,778
8	NEE	Nextera Energy Inc This page	2,242	$196,780

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$196,780	2,242	0.0%	Shares	Sole	2026-08-03
2026-03-31	$208,236	2,242	0.0%	Shares	Sole	2026-05-06
2025-12-31	$179,987	2,242	0.0%	Shares	Sole	2026-02-09
2025-09-30	$169,248	2,242	-1.2%	Shares	Sole	2025-11-03
2025-06-30	$157,583	2,270	-7.0%	Shares	Sole	2025-08-08
2024-09-30	$206,253	2,440	-25.2%	Shares	Sole	2024-11-08
2022-06-30	$252,829	3,264	0.0%	Shares	Sole	2022-08-10
2022-03-31	$276,493	3,264	0.0%	Shares	Sole	2022-05-02
2021-12-31	$304,727	3,264	0.0%	Shares	Sole	2022-02-08
2021-09-30	$256,289	3,264	-1.9%	Shares	Sole	2021-10-22
2021-06-30	$243,875	3,328	0.0%	Shares	Sole	2021-07-20
2021-03-31	$251,630	3,328	0.0%	Shares	Sole	2021-04-19
2020-12-31	$256,755	3,328	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.