DIVERSIFIED MANAGEMENT INC

Position in NEE — Nextera Energy Inc

CIK 922372 MILWAUKEE, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$266,381

-$42,166 QoQ

Shares Held

3,035

-8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,485

of 2,988 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Utilities · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $3,491,972 across 3 Utilities - Regulated Electric names. NEE ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	25,869	$3,020,723
2	NEE	Nextera Energy Inc This page	3,035	$266,381
3	PPL	PPL Corp	5,636	$204,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,381	3,035	-8.6%	Shares	Sole	2026-07-10
2026-03-31	$308,547	3,322	+9.5%	Shares	Sole	2026-04-09
2025-12-31	$243,649	3,035	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.