Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,853,229
-$1,244,361 QoQ
Shares Held
169,229
-2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#461
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MIDDLETON & CO INC/MA holds $19,491,266 across 2 Utilities - Regulated Electric names. NEE ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
169,229 | $14,853,229 | |
| 2 | EXC |
Exelon Corp
|
99,486 | $4,638,037 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,853,229 | 169,229 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,097,590 | 173,316 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,208,034 | 176,981 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $13,610,469 | 180,295 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,888,378 | 185,658 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,776,691 | 194,339 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,636,158 | 204,159 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,293,823 | 204,588 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $14,513,571 | 204,965 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,189,042 | 206,369 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,953,510 | 196,798 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,706,533 | 151,973 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $10,679,606 | 143,930 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,876,527 | 141,107 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $11,830,068 | 141,508 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,491,691 | 146,559 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,669,985 | 176,478 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $15,162,073 | 178,988 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,389,067 | 175,547 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $13,715,245 | 174,672 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,337,347 | 168,359 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $12,758,372 | 165,371 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $45,820,715 | 165,084 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $9,921,903 | 41,312 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $9,892,369 | 41,112 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||