AVITY INVESTMENT MANAGEMENT INC.

Position in NEE — Nextera Energy Inc

CIK 926834 GREENWICH, CT

Position in NEE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$43,935,555

-$64,301 QoQ

Shares Held

500,576

+5.7% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

3.06%

of 13F equity value

Holder Rank

#249

of 3,000 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

AVITY INVESTMENT MANAGEMENT INC. holds $45,183,530 across 3 Utilities - Regulated Electric names. NEE ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	500,576	$43,935,555
2	AEP	American Electric Power Co Inc	6,724	$919,910
3	D	Dominion Energy, Inc	4,804	$328,065

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,935,555	500,576	+5.7%	Shares	Sole	2026-07-09
2026-03-31	$43,999,856	473,728	+0.5%	Shares	Sole	2026-04-08
2025-12-31	$37,848,407	471,455	-0.9%	Shares	Sole	2026-01-13
2025-09-30	$35,907,573	475,660	-6.1%	Shares	Sole	2025-11-19
2025-06-30	$35,162,271	506,515	+1.7%	Shares	Sole	2025-07-08
2025-03-31	$35,299,675	497,950	+12.3%	Shares	Sole	2025-04-11
2024-12-31	$31,789,711	443,433	-12.6%	Shares	Sole	2025-01-14
2024-09-30	$42,879,279	507,267	+379.1%	Shares	Sole	2024-10-10
2024-06-30	$7,496,654	105,870	+433.9%	Shares	Sole	2024-07-11
2024-03-31	$1,267,207	19,828	+4.1%	Shares	Sole	2024-04-16
2023-12-31	$1,157,218	19,052	+465.3%	Shares	Sole	2024-01-11
2022-06-30	$261,040	3,370	0.0%	Shares	Sole	2022-07-13
2022-03-31	$285,472	3,370	+9.9%	Shares	Sole	2022-04-19
2021-12-31	$286,241	3,066	+3.3%	Shares	Sole	2022-01-14
2021-09-30	$233,047	2,968	-3.9%	Shares	Sole	2021-10-13
2021-06-30	$226,288	3,088	+0.7%	Shares	Sole	2021-07-13
2021-03-31	$231,971	3,068	-3.2%	Shares	Sole	2021-04-15
2020-12-31	$244,411	3,168	+297.5%	Shares	Sole	2021-01-15
2020-09-30	$221,215	797	-4.3%	Shares	Sole	2020-10-08
2020-06-30	$200,061	833	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.