CANANDAIGUA NATIONAL CORP

Position in NEE — Nextera Energy Inc

CIK 759458 CANANDAIGUA, NY

Position in NEE

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$7,310,491

+$72,654 QoQ

Shares Held

78,709

-9.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $16,486,500 across 8 Utilities - Regulated Electric names. NEE ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	78,709	$7,310,491
2	SO	Southern Co	38,786	$3,743,624
3	DUK	Duke Energy CORP	17,710	$2,318,947
4	D	Dominion Energy, Inc	21,828	$1,349,406
5	ETR	Entergy Corp /De/	7,579	$851,576
6	EXC	Exelon Corp	7,076	$346,865
7	ED	Consolidated Edison Inc	3,003	$339,879
8	NWE	NorthWestern Energy Group, Inc.	3,423	$225,712

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,310,491	78,709	-9.1%	Shares	Sole	2026-04-08
2022-12-31	$7,237,837	86,577	-0.4%	Shares	Sole	2023-01-25
2022-09-30	$6,818,768	86,963	+7.2%	Shares	Sole	2022-10-05
2022-06-30	$6,280,844	81,085	-1.9%	Shares	Sole	2022-07-05
2022-03-31	$6,998,401	82,616	-0.7%	Shares	Sole	2022-05-09
2021-12-31	$7,764,937	83,172	-1.5%	Shares	Sole	2022-01-04
2021-09-30	$6,630,385	84,442	+5.0%	Shares	Sole	2021-10-04
2021-06-30	$5,894,350	80,436	-2.3%	Shares	Sole	2021-07-06
2021-03-31	$6,227,844	82,368	-10.9%	Shares	Sole	2021-04-05
2020-12-31	$7,130,897	92,429	+263.4%	Shares	Sole	2021-02-11
2020-09-30	$7,059,738	25,435	-0.6%	Shares	Sole	2020-10-19
2020-06-30	$6,144,989	25,586	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.