Alan B Lancz & Associates, Inc.

Position in NEE — Nextera Energy Inc

CIK 1897835 TOLEDO, OH

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,088,874

-$63,395 QoQ

Shares Held

12,406

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,556

of 3,000 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Alan B Lancz & Associates, Inc. holds $1,380,338 across 2 Utilities - Regulated Electric names. NEE ranks #1 (78.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	12,406	$1,088,874
2	ES	Eversource Energy	4,033	$291,464

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088,874	12,406	0.0%	Shares	Sole	2026-08-11
2026-03-31	$1,152,269	12,406	-5.2%	Shares	Sole	2026-05-05
2025-12-31	$1,050,945	13,091	0.0%	Shares	Sole	2026-02-06
2025-09-30	$988,239	13,091	0.0%	Shares	Sole	2025-11-13
2025-06-30	$908,777	13,091	0.0%	Shares	Sole	2025-07-30
2025-03-31	$928,020	13,091	0.0%	Shares	Sole	2025-04-30
2024-12-31	$938,493	13,091	-7.8%	Shares	Sole	2025-01-21
2024-09-30	$1,199,565	14,191	-0.7%	Shares	Sole	2024-11-04
2024-06-30	$1,011,945	14,291	+57.8%	Shares	Sole	2024-07-24
2023-12-31	$549,939	9,054	0.0%	Shares	Sole	2024-02-06
2023-09-30	$518,703	9,054	0.0%	Shares	Sole	2023-11-13
2023-06-30	$671,806	9,054	0.0%	Shares	Sole	2023-08-09
2023-03-31	$697,882	9,054	+0.1%	Shares	Sole	2023-05-05
2022-12-31	$756,078	9,044	0.0%	Shares	Sole	2023-02-13
2022-09-30	$709,140	9,044	0.0%	Shares	Sole	2022-11-09
2022-06-30	$700,548	9,044	-10.5%	Shares	Sole	2022-08-11
2022-03-31	$855,909	10,104	0.0%	Shares	Sole	2022-05-12
2021-12-31	$943,309	10,104	—	Shares	Sole	2022-04-13
No filing history on record for this holder in this stock.