RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in NEE — Nextera Energy Inc

CIK 749044 WEST HARTFORD, CT

Position in NEE

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

Position Value

$19,081,724

-$1,536,800 QoQ

Shares Held

217,406

-2.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#412

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $25,139,557 across 5 Utilities - Regulated Electric names. NEE ranks #1 (75.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	217,406	$19,081,724
2	DUK	Duke Energy CORP	22,838	$2,890,834
3	ES	Eversource Energy	20,782	$1,501,915
4	SO	Southern Co	10,798	$1,033,476
5	WEC	Wec Energy Group, Inc.	5,409	$631,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,081,724	217,406	-2.1%	Shares	Sole	2026-08-14
2026-03-31	$20,618,524	221,991	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$17,927,728	223,315	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$17,010,690	225,337	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$15,734,251	226,653	-0.6%	Shares	Sole	2025-08-15
2025-03-31	$16,160,935	227,972	+0.7%	Shares	Sole	2025-05-16
2024-12-31	$16,236,494	226,482	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$19,166,839	226,746	-1.7%	Shares	Sole	2024-11-15
2024-06-30	$16,326,520	230,568	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$14,950,913	233,937	-0.0%	Shares	Sole	2024-05-15
2023-12-31	$14,214,131	234,016	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$13,484,232	235,368	-2.3%	Shares	Sole	2023-11-16
2023-06-30	$17,870,699	240,845	+26660.6%	Shares	Sole	2023-08-16
2023-03-31	$11	900	-99.6%	Shares	Sole	2023-05-11
2022-12-31	$21,145,366	252,935	+0.1%	Shares	Sole	2023-02-08
2022-09-30	$19,816,324	252,727	-0.4%	Shares	Sole	2022-11-15
2022-06-30	$19,655,707	253,753	-0.1%	Shares	Sole	2022-08-10
2022-03-31	$21,518,288	254,023	-1.2%	Shares	Sole	2022-05-20
2021-12-31	$23,996,040	257,027	-2.5%	Shares	Sole	2022-02-04
2021-09-30	$20,706,901	263,715	-0.2%	Shares	Sole	2021-11-12
2021-06-30	$19,367,024	264,288	-0.8%	Shares	Sole	2021-08-10
2021-03-31	$20,148,779	266,483	-0.0%	Shares	Sole	2021-05-13
2020-12-31	$20,568,421	266,603	+294.0%	Shares	Sole	2021-02-16
2020-09-30	$18,779,987	67,661	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$16,419,222	68,365	-0.5%	Shares	Sole	2020-08-11
2020-03-31	$16,528,909	68,693	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.