JAMES INVESTMENT RESEARCH, INC.

Position in NEE — Nextera Energy Inc

CIK 810384 ALPHA, OH

Position in NEE

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

Position Value

$1,597,589

-$103,972 QoQ

Shares Held

18,202

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,350

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

JAMES INVESTMENT RESEARCH, INC. holds $9,980,608 across 5 Utilities - Regulated Electric names. NEE ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	46,422	$6,350,993
2	NEE	Nextera Energy Inc This page	18,202	$1,597,589
3	IDA	Idacorp Inc	4,930	$745,909
4	ETR	Entergy Corp /De/	5,827	$669,289
5	POR	Portland General Electric Co /Or/	11,901	$616,828

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,597,589	18,202	-0.6%	Shares	Sole	2026-07-24
2026-03-31	$1,701,561	18,320	-1.7%	Shares	Sole	2026-04-24
2025-12-31	$1,496,740	18,644	-1.6%	Shares	Sole	2026-01-29
2025-09-30	$1,430,610	18,951	-2.8%	Shares	Sole	2025-10-31
2025-06-30	$1,353,134	19,492	-43.9%	Shares	Sole	2025-08-01
2025-03-31	$2,462,931	34,743	-26.2%	Shares	Sole	2025-05-02
2024-12-31	$3,375,523	47,085	-1.0%	Shares	Sole	2025-01-30
2024-09-30	$4,021,261	47,572	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$3,422,530	48,334	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$3,101,999	48,537	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$2,934,835	48,318	-9.4%	Shares	Sole	2024-02-06
2023-09-30	$3,055,905	53,341	-1.7%	Shares	Sole	2023-10-31
2023-06-30	$4,027,427	54,278	-8.0%	Shares	Sole	2023-08-07
2023-03-31	$4,547,565	58,998	-21.9%	Shares	Sole	2023-04-26
2022-12-31	$6,316,732	75,559	-3.5%	Shares	Sole	2023-01-30
2022-09-30	$6,141,776	78,329	+14.9%	Shares	Sole	2022-10-31
2022-06-30	$5,282,229	68,193	-4.8%	Shares	Sole	2022-08-01
2022-03-31	$6,067,269	71,624	-8.3%	Shares	Sole	2022-04-22
2021-12-31	$7,293,842	78,126	+4.8%	Shares	Sole	2022-01-28
2021-09-30	$5,853,586	74,549	+4.0%	Shares	Sole	2021-10-22
2021-06-30	$5,252,930	71,683	+5.1%	Shares	Sole	2021-07-26
2021-03-31	$5,156,904	68,204	+27.0%	Shares	Sole	2021-04-22
2020-12-31	$4,144,189	53,716	+23563.4%	Shares	Sole	2021-01-27
2020-09-30	$63,005	227	+656.7%	Shares	Sole	2020-10-23
2020-06-30	$7,205	30	0.0%	Shares	Sole	2020-07-24
2020-03-31	$7,218	30	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.