Alley Investment Management Company, LLC
Position in NEE — Nextera Energy Inc
CIK 1917618
LAKE FOREST, IL
Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,795,716
-$744,800 QoQ
Shares Held
66,033
-6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#746
of 2,988 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alley Investment Management Company, LLC holds $24,442,130 across 4 Utilities - Regulated Electric names. NEE ranks #3 (23.7% of the industry book) .
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,795,716 | 66,033 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,540,516 | 70,419 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,668,891 | 70,614 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,371,490 | 71,155 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,730,442 | 197,788 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $13,952,286 | 196,816 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,032,528 | 195,739 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,107,783 | 190,557 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,342,586 | 188,428 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,253,592 | 160,438 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,632,878 | 158,592 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,545,834 | 149,168 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,882,023 | 146,658 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,133,743 | 144,444 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,633,608 | 139,158 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,762,478 | 137,259 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,670,967 | 137,761 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $11,578,671 | 136,686 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||