LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Position in NEE — Nextera Energy Inc

CIK 897599 BETHESDA, MD

Position in NEE

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$3,095,690

+$443,239 QoQ

Shares Held

33,330

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $78,484,720 across 5 Utilities - Regulated Electric names. NEE ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	232,670	$30,465,809
2	NGG	National Grid PLC	214,700	$18,163,620
3	SO	Southern Co	140,080	$13,520,521
4	AEP	American Electric Power Co Inc	101,000	$13,239,080
5	NEE	Nextera Energy Inc This page	33,330	$3,095,690

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,095,690	33,330	+0.9%	Shares	Sole	2026-05-07
2025-12-31	$2,652,451	33,040	+13.2%	Shares	Sole	2026-02-05
2025-09-30	$2,202,798	29,180	-3.4%	Shares	Sole	2025-10-30
2025-06-30	$2,097,178	30,210	-6.2%	Shares	Sole	2025-08-04
2025-03-31	$2,281,949	32,190	-2.2%	Shares	Sole	2025-05-12
2024-12-31	$2,360,751	32,930	-1.2%	Shares	Sole	2025-01-27
2024-09-30	$2,818,230	33,340	-64.2%	Shares	Sole	2024-11-14
2024-06-30	$6,596,659	93,160	-30.9%	Shares	Sole	2024-08-07
2024-03-31	$8,620,819	134,890	-11.3%	Shares	Sole	2024-05-13
2023-12-31	$9,236,731	152,070	-23.0%	Shares	Sole	2024-02-12
2023-09-30	$11,307,327	197,370	-31.5%	Shares	Sole	2023-11-13
2023-06-30	$21,383,698	288,190	+153.5%	Shares	Sole	2023-08-14
2023-03-31	$8,763,996	113,700	0.0%	Shares	Sole	2023-05-11
2022-12-31	$9,505,320	113,700	+4.7%	Shares	Sole	2023-02-14
2022-09-30	$8,515,326	108,600	-16.3%	Shares	Sole	2022-11-03
2022-06-30	$10,054,308	129,800	-27.5%	Shares	Sole	2022-08-12
2022-03-31	$15,171,561	179,100	-15.2%	Shares	Sole	2022-05-12
2021-12-31	$19,726,968	211,300	+101.3%	Shares	Sole	2022-02-10
2020-12-31	$8,097,664	104,960	+300.0%	Shares	Sole	2021-02-12
2020-09-30	$1,820,793	26,240	-9.5%	Shares	Sole	2020-11-13
2020-06-30	$1,741,232	29,000	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.