Zullo Investment Group, Inc.

Position in NEE — Nextera Energy Inc

CIK 1909760 SCRANTON, PA

Position in NEE

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

Position Value

$812,925

-$48,165 QoQ

Shares Held

9,262

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,718

of 2,993 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $2,452,635 across 3 Utilities - Regulated Electric names. NEE ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	37,439	$1,360,907
2	NEE	Nextera Energy Inc This page	9,262	$812,925
3	SO	Southern Co	2,913	$278,803

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,925	9,262	-0.1%	Shares	Sole	2026-07-31
2026-03-31	$861,090	9,271	-2.2%	Shares	Sole	2026-04-15
2025-12-31	$760,653	9,475	-6.0%	Shares	Sole	2026-01-26
2025-09-30	$761,014	10,081	-0.7%	Shares	Sole	2025-10-23
2025-06-30	$704,404	10,147	-0.9%	Shares	Sole	2025-07-24
2025-03-31	$725,913	10,240	-2.6%	Shares	Sole	2025-05-01
2024-12-31	$753,892	10,516	-2.1%	Shares	Sole	2025-02-03
2024-09-30	$908,021	10,742	-1.7%	Shares	Sole	2024-10-15
2024-06-30	$773,953	10,930	-3.3%	Shares	Sole	2024-08-13
2024-03-31	$722,694	11,308	-0.8%	Shares	Sole	2024-04-24
2023-12-31	$692,496	11,401	-2.7%	Shares	Sole	2024-01-19
2023-09-30	$671,152	11,715	-0.1%	Shares	Sole	2023-10-19
2023-06-30	$869,772	11,722	-0.6%	Shares	Sole	2023-07-19
2023-03-31	$909,004	11,793	-1.5%	Shares	Sole	2023-04-25
2022-12-31	$1,001,193	11,976	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$935,901	11,936	-0.8%	Shares	Sole	2022-11-08
2022-06-30	$931,611	12,027	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$1,016,943	12,005	+2.4%	Shares	Sole	2022-05-16
2021-12-31	$1,094,926	11,728	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.