TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Position in NEE — Nextera Energy Inc

CIK 709089 RALEIGH, NC

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$216,265

-$11,012 QoQ

Shares Held

2,464

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,666

of 2,988 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV holds $5,329,289 across 3 Utilities - Regulated Electric names. NEE ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	37,403	$4,734,471
2	AEP	American Electric Power Co Inc	2,767	$378,553
3	NEE	Nextera Energy Inc This page	2,464	$216,265

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,265	2,464	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$227,277	2,447	-11.1%	Shares	Sole	2026-05-06
2024-09-30	$232,711	2,753	-31.0%	Shares	Sole	2024-10-21
2023-09-30	$228,472	3,988	-29.6%	Shares	Sole	2023-10-20
2023-06-30	$420,343	5,665	-1.6%	Shares	Sole	2023-08-07
2023-03-31	$443,980	5,760	-4.3%	Shares	Sole	2023-04-28
2022-12-31	$503,355	6,021	+0.3%	Shares	Sole	2023-02-01
2022-09-30	$470,695	6,003	-10.6%	Shares	Sole	2022-11-02
2022-06-30	$519,911	6,712	+0.2%	Shares	Sole	2022-07-25
2022-03-31	$567,302	6,697	-1.0%	Shares	Sole	2022-04-28
2021-12-31	$631,580	6,765	+0.1%	Shares	Sole	2022-02-02
2021-09-30	$530,873	6,761	+10.0%	Shares	Sole	2021-10-21
2021-06-30	$450,305	6,145	+0.2%	Shares	Sole	2021-07-21
2021-03-31	$463,716	6,133	+0.2%	Shares	Sole	2021-05-13
2020-12-31	$472,158	6,120	+300.5%	Shares	Sole	2021-02-02
2020-09-30	$424,111	1,528	+0.2%	Shares	Sole	2020-11-02
2020-06-30	$366,259	1,525	+14.5%	Shares	Sole	2020-08-11
2020-03-31	$320,505	1,332	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.