Colonial River Investments, LLC

Position in NEE — Nextera Energy Inc

CIK 1845859 MIDLOTHIAN, VA

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$574,717

-$153,462 QoQ

Shares Held

6,548

-16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,948

of 2,993 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Colonial River Investments, LLC holds $3,381,779 across 5 Utilities - Regulated Electric names. NEE ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	28,925	$1,975,288
2	NEE	Nextera Energy Inc This page	6,548	$574,717
3	PPL	PPL Corp	9,537	$346,669
4	DUK	Duke Energy CORP	2,023	$256,071
5	SO	Southern Co	2,393	$229,034

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,717	6,548	-16.5%	Shares	Sole	2026-07-24
2026-03-31	$728,179	7,840	-1.0%	Shares	Sole	2026-04-27
2025-12-31	$635,978	7,922	-1.7%	Shares	Sole	2026-02-04
2025-09-30	$608,147	8,056	+9.2%	Shares	Sole	2025-11-13
2025-06-30	$512,250	7,379	+7.5%	Shares	Sole	2025-07-15
2025-03-31	$486,447	6,862	+76.3%	Shares	Sole	2025-04-25
2024-12-31	$279,089	3,893	-10.1%	Shares	Sole	2025-02-04
2024-09-30	$365,845	4,328	0.0%	Shares	Sole	2024-11-04
2024-06-30	$306,465	4,328	-0.3%	Shares	Sole	2024-07-22
2024-03-31	$277,561	4,343	-1.5%	Shares	Sole	2024-05-10
2023-12-31	$267,802	4,409	-8.3%	Shares	Sole	2024-01-23
2023-09-30	$275,564	4,810	-18.0%	Shares	Sole	2023-11-03
2023-06-30	$435,479	5,869	-0.8%	Shares	Sole	2023-08-08
2023-03-31	$456,236	5,919	-8.0%	Shares	Sole	2023-05-05
2022-12-31	$537,715	6,432	+2.3%	Shares	Sole	2023-02-10
2022-09-30	$493,198	6,290	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$511,700	6,606	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$579,924	6,846	+4.9%	Shares	Sole	2022-04-15
2021-12-31	$609,547	6,529	+95.8%	Shares	Sole	2022-02-15
2021-06-30	$244,315	3,334	+2.6%	Shares	Sole	2021-08-13
2021-03-31	$245,581	3,248	-5.5%	Shares	Sole	2021-05-17
2020-12-31	$265,241	3,438	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.