Harbour Trust & Investment Management Co

Position in NEE — Nextera Energy Inc

CIK 2003557 MICHIGAN CITY, IN

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,147,506

-$468,516 QoQ

Shares Held

149,795

+2.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#490

of 3,000 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Utilities · as of Jun 30, 2026

Harbour Trust & Investment Management Co holds $17,360,456 across 6 Utilities - Regulated Electric names. NEE ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	149,795	$13,147,506
2	SO	Southern Co	23,258	$2,226,023
3	DUK	Duke Energy CORP	8,100	$1,025,297
4	AEP	American Electric Power Co Inc	2,996	$409,882
5	ED	Consolidated Edison Inc	3,096	$342,510
6	OGE	Oge Energy Corp.	4,300	$209,238

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,147,506	149,795	+2.2%	Shares	Sole	2026-07-28
2026-03-31	$13,616,022	146,598	+2.4%	Shares	Sole	2026-04-28
2025-12-31	$11,494,891	143,185	+6.6%	Shares	Sole	2026-01-28
2025-09-30	$10,143,364	134,367	+3.2%	Shares	Sole	2025-10-28
2025-06-30	$9,039,872	130,220	+8.8%	Shares	Sole	2025-07-28
2025-03-31	$8,486,808	119,718	+3.1%	Shares	Sole	2025-04-28
2024-12-31	$8,322,635	116,092	+2.7%	Shares	Sole	2025-01-29
2024-09-30	$9,550,790	112,987	+2.0%	Shares	Sole	2024-10-23
2024-06-30	$7,840,861	110,731	+8.8%	Shares	Sole	2024-07-23
2024-03-31	$6,503,864	101,766	+34.5%	Shares	Sole	2024-04-22
2023-12-31	$4,597,166	75,686	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.