DAVIS R M INC

Position in NEE — Nextera Energy Inc

CIK 891287 PORTLAND, ME

Position in NEE

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

Position Value

$61,194,648

-$3,525,714 QoQ

Shares Held

697,216

+0.1% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#209

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

DAVIS R M INC holds $61,845,946 across 3 Utilities - Regulated Electric names. NEE ranks #1 (98.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	697,216	$61,194,648
2	DUK	Duke Energy CORP	3,373	$426,954
3	SO	Southern Co	2,344	$224,344

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,194,648	697,216	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$64,720,362	696,817	+0.6%	Shares	Sole	2026-05-13
2025-12-31	$55,631,711	692,971	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$53,019,042	702,332	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$49,588,233	714,322	-0.7%	Shares	Sole	2025-08-07
2025-03-31	$51,011,947	719,593	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$51,653,648	720,514	-1.0%	Shares	Sole	2025-02-07
2024-09-30	$61,494,476	727,487	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$52,611,263	742,992	-1.7%	Shares	Sole	2024-08-09
2024-03-31	$48,293,463	755,648	-0.3%	Shares	Sole	2024-05-10
2023-12-31	$46,029,986	757,820	-2.7%	Shares	Sole	2024-02-09
2023-09-30	$44,607,139	778,620	+4.2%	Shares	Sole	2023-11-14
2023-06-30	$55,431,703	747,058	+2.3%	Shares	Sole	2023-08-10
2023-03-31	$56,265,008	729,956	-1.0%	Shares	Sole	2023-05-01
2022-12-31	$61,617,798	737,055	-1.7%	Shares	Sole	2023-02-14
2022-09-30	$58,771,039	749,535	-2.3%	Shares	Sole	2022-11-08
2022-06-30	$59,405,545	766,919	-1.2%	Shares	Sole	2022-08-08
2022-03-31	$65,749,021	776,166	-2.9%	Shares	Sole	2022-05-05
2021-12-31	$74,620,033	799,272	-0.9%	Shares	Sole	2022-02-08
2021-09-30	$63,344,204	806,727	-0.9%	Shares	Sole	2021-11-08
2021-06-30	$59,670,511	814,281	+0.4%	Shares	Sole	2021-08-12
2021-03-31	$61,343,149	811,310	-0.7%	Shares	Sole	2021-05-10
2020-12-31	$63,016,120	816,800	+308.1%	Shares	Sole	2021-01-27
2020-09-30	$55,547,805	200,129	+2.2%	Shares	Sole	2020-12-01
2020-06-30	$47,019,762	195,777	+9.6%	Shares	Sole	2020-07-20
2020-03-31	$42,968,235	178,573	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.