Slocum, Gordon & Co LLP

Position in NEE — Nextera Energy Inc

CIK 1993325 Newport, RI

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,903,037

-$994,070 QoQ

Shares Held

101,436

-4.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

6.55%

of 13F equity value

Holder Rank

#627

of 3,000 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Slocum, Gordon & Co LLP holds $26,945,072 across 5 Utilities - Regulated Electric names. NEE ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	101,436	$8,903,037
2	AEP	American Electric Power Co Inc	63,800	$8,728,478
3	FE	Firstenergy Corp	107,240	$5,098,189
4	DUK	Duke Energy CORP	27,825	$3,522,088
5	D	Dominion Energy, Inc	10,152	$693,280

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,903,037	101,436	-4.8%	Shares	Sole	2026-07-23
2026-03-31	$9,897,107	106,558	-0.8%	Shares	Sole	2026-04-15
2025-12-31	$8,622,473	107,405	-1.4%	Shares	Sole	2026-01-26
2025-09-30	$8,219,426	108,881	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$7,511,452	108,203	-1.8%	Shares	Sole	2025-08-19
2025-03-31	$7,811,865	110,197	-1.5%	Shares	Sole	2025-04-23
2024-09-30	$9,461,527	111,931	+3.7%	Shares	Sole	2024-11-04
2024-06-30	$7,645,568	107,973	-1.3%	Shares	Sole	2024-08-05
2024-03-31	$6,989,389	109,363	+41.2%	Shares	Sole	2024-05-02
2023-12-31	$4,704,130	77,447	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$4,445,532	77,597	-1.4%	Shares	Sole	2023-11-09
2023-06-30	$5,839,317	78,697	-1.9%	Shares	Sole	2023-10-23
2023-03-31	$6,183,974	80,228	-8.2%	Shares	Sole	2023-12-14
2022-12-31	$7,302,292	87,348	—	Shares	Sole	2023-12-06
No filing history on record for this holder in this stock.