MEANS INVESTMENT CO., INC.

Position in NEE — Nextera Energy Inc

CIK 701516 BANGOR, ME

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,643,668

-$145,015 QoQ

Shares Held

18,727

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,327

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Derivatives in NEE

reported options exposure · as of Dec 31, 2021

CallValue

$578,832

CallShares

6,200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $2,676,535 across 3 Utilities - Regulated Electric names. NEE ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	18,727	$1,643,668
2	SO	Southern Co	6,828	$653,507
3	DUK	Duke Energy CORP	2,997	$379,360

All Filings in NEE

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,643,668	18,727	-2.8%	Shares	Sole	2026-08-14
2026-03-31	$1,788,683	19,258	+2.7%	Shares	Sole	2026-04-24
2025-12-31	$1,505,089	18,748	-4.4%	Shares	Sole	2026-01-26
2025-09-30	$1,480,811	19,616	-1.4%	Shares	Sole	2025-11-06
2025-06-30	$1,380,833	19,891	-1.9%	Shares	Sole	2025-07-25
2025-03-31	$1,436,869	20,269	-3.4%	Shares	Sole	2025-04-21
2024-12-31	$1,504,916	20,992	-0.7%	Shares	Sole	2025-01-24
2024-09-30	$1,786,457	21,134	-0.5%	Shares	Sole	2024-10-18
2024-06-30	$1,503,862	21,238	-0.7%	Shares	Sole	2024-07-19
2024-03-31	$1,366,204	21,377	+1.0%	Shares	Sole	2024-04-17
2023-12-31	$1,285,622	21,166	-2.7%	Shares	Sole	2024-01-25
2023-09-30	$1,245,828	21,746	-1.0%	Shares	Sole	2023-10-25
2023-06-30	$1,630,248	21,971	-5.1%	Shares	Sole	2023-07-31
2023-03-31	$1,785,404	23,163	-0.1%	Shares	Sole	2023-05-08
2022-12-31	$1,939,269	23,197	-0.1%	Shares	Sole	2023-01-27
2022-09-30	$1,821,464	23,230	+3.4%	Shares	Sole	2022-10-17
2022-06-30	$1,740,061	22,464	-1.0%	Shares	Sole	2022-07-21
2022-03-31	$1,922,069	22,690	-0.3%	Shares	Sole	2022-04-26
2021-12-31	$578,832	6,200	—	Call	Sole	2022-02-14
2021-12-31	$2,125,620	22,768	+0.9%	Shares	Sole	2022-02-14
2021-09-30	$1,772,589	22,575	+3.2%	Shares	Sole	2021-11-12
2021-06-30	$1,603,366	21,880	-0.3%	Shares	Sole	2021-08-10
2021-03-31	$1,659,639	21,950	+0.9%	Shares	Sole	2021-04-05
2020-12-31	$1,678,475	21,756	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$6,038,317	21,755	+300.6%	Shares	Sole	2020-11-09
2020-06-30	$1,304,363	5,431	0.0%	Shares	Sole	2020-08-13
2020-03-31	$1,306,807	5,431	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.