Catherine Avery Investment Management LLC

Position in NEE — Nextera Energy Inc

CIK 2103454 LONGBOAT KEY, FL

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,097,469

-$544,101 QoQ

Shares Held

69,471

-2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#734

of 3,000 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Catherine Avery Investment Management LLC holds $11,002,687 across 3 Utilities - Regulated Electric names. NEE ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	69,471	$6,097,469
2	ES	Eversource Energy	51,329	$3,709,546
3	EVRG	Evergy, Inc.	13,834	$1,195,672

All Filings in NEE

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,097,469	69,471	-2.8%	Shares	Sole	2026-07-27
2026-03-31	$6,641,570	71,507	+23.6%	Shares	Sole	2026-05-15
2025-12-31	$4,644,920	57,859	-0.6%	Shares	Sole	2026-01-05
2025-09-30	$4,391,932	58,179	+12.9%	Shares	Sole	2026-01-05
2025-06-30	$3,576,587	51,521	-5.4%	Shares	Sole	2026-01-05
2025-03-31	$3,862,512	54,486	+33.8%	Shares	Sole	2026-01-05
2024-12-31	$2,919,503	40,724	—	Shares	Sole	2026-01-05
No filing history on record for this holder in this stock.