FIRST MERCHANTS CORP

Position in NEE — Nextera Energy Inc

CIK 712534 Muncie, IN

Position in NEE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,587,247

-$5,058,672 QoQ

Shares Held

40,871

-56.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#921

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST MERCHANTS CORP holds $5,266,929 across 3 Utilities - Regulated Electric names. NEE ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	40,871	$3,587,247
2	LNT	Alliant Energy Corp	16,112	$1,229,184
3	DUK	Duke Energy CORP	3,559	$450,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,587,247	40,871	-56.1%	Shares	Sole	2026-07-15
2026-03-31	$8,645,919	93,087	-0.5%	Shares	Other	2026-04-16
2025-12-31	$7,512,601	93,580	+1.1%	Shares	Other	2026-01-12
2025-09-30	$6,990,448	92,601	-3.8%	Shares	Other	2025-10-22
2025-06-30	$6,679,869	96,224	+0.1%	Shares	Other	2025-07-23
2025-03-31	$6,812,386	96,098	-1.0%	Shares	Other	2025-04-24
2024-12-31	$6,957,299	97,047	-0.2%	Shares	Other	2025-01-30
2024-09-30	$8,220,457	97,249	+1.0%	Shares	Other	2024-10-24
2024-06-30	$6,816,736	96,268	+4.1%	Shares	Other	2024-07-25
2024-03-31	$5,908,351	92,448	+6.3%	Shares	Sole	2024-04-25
2023-12-31	$5,283,468	86,985	+0.6%	Shares	Sole	2024-01-25
2023-09-30	$4,951,975	86,437	+1.2%	Shares	Sole	2023-10-26
2023-06-30	$6,334,824	85,375	+2.0%	Shares	Sole	2023-07-25
2023-03-31	$6,452,751	83,715	-4.6%	Shares	Sole	2023-04-25
2022-12-31	$7,332,555	87,710	+9.2%	Shares	Sole	2023-01-26
2022-09-30	$6,298,439	80,327	+1.4%	Shares	Sole	2022-10-25
2022-06-30	$6,137,619	79,236	+0.5%	Shares	Sole	2022-07-26
2022-03-31	$6,680,823	78,867	+2.2%	Shares	Sole	2022-04-26
2021-12-31	$7,207,951	77,206	+0.5%	Shares	Sole	2022-01-27
2021-09-30	$6,033,083	76,835	-2.9%	Shares	Sole	2021-10-26
2021-06-30	$5,799,818	79,146	-1.5%	Shares	Sole	2021-07-26
2021-03-31	$6,076,926	80,372	+9.6%	Shares	Sole	2021-04-22
2020-12-31	$5,656,020	73,312	+335.7%	Shares	Sole	2021-01-28
2020-09-30	$4,670,779	16,828	+0.6%	Shares	Sole	2020-10-28
2020-06-30	$4,017,322	16,727	-0.4%	Shares	Sole	2020-07-23
2020-03-31	$4,041,693	16,797	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.