HERITAGE INVESTORS MANAGEMENT CORP

Position in NEE — Nextera Energy Inc

CIK 937589 BETHESDA, MD

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$13,090,017

-$2,620,913 QoQ

Shares Held

149,140

-11.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#490

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $15,774,627 across 5 Utilities - Regulated Electric names. NEE ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	149,140	$13,090,017
2	DUK	Duke Energy CORP	11,593	$1,467,441
3	SO	Southern Co	4,881	$467,160
4	XEL	Xcel Energy Inc	5,472	$439,401
5	WEC	Wec Energy Group, Inc.	2,660	$310,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,090,017	149,140	-11.8%	Shares	Sole	2026-08-04
2026-03-31	$15,710,930	169,153	-1.5%	Shares	Sole	2026-04-24
2025-12-31	$13,784,798	171,709	-1.2%	Shares	Sole	2026-02-06
2025-09-30	$13,119,633	173,793	-0.9%	Shares	Sole	2025-11-04
2025-06-30	$12,172,380	175,344	+0.6%	Shares	Sole	2025-08-04
2025-03-31	$12,356,410	174,304	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$12,487,394	174,186	+1.5%	Shares	Sole	2025-02-05
2024-09-30	$14,499,853	171,535	+2.2%	Shares	Sole	2024-10-30
2024-06-30	$11,880,289	167,777	-1.1%	Shares	Sole	2024-07-30
2024-03-31	$10,844,248	169,680	+4.8%	Shares	Sole	2024-04-29
2023-12-31	$9,831,923	161,869	+2.3%	Shares	Sole	2024-02-07
2023-09-30	$9,068,376	158,289	+17.3%	Shares	Sole	2023-11-09
2023-06-30	$10,014,180	134,962	+7.3%	Shares	Sole	2023-08-01
2023-03-31	$9,697,743	125,814	+20.6%	Shares	Sole	2023-05-01
2022-12-31	$8,718,894	104,293	+7.7%	Shares	Sole	2023-02-06
2022-09-30	$7,592,283	96,828	-1.5%	Shares	Sole	2022-10-27
2022-06-30	$7,617,881	98,346	+6.7%	Shares	Sole	2022-08-01
2022-03-31	$7,810,346	92,201	+116.1%	Shares	Sole	2022-05-02
2021-12-31	$3,984,044	42,674	-0.4%	Shares	Sole	2022-01-28
2021-09-30	$3,363,325	42,834	+5.7%	Shares	Sole	2021-10-28
2021-06-30	$2,968,865	40,514	+160.1%	Shares	Sole	2021-07-29
2021-03-31	$1,177,928	15,579	+34.6%	Shares	Sole	2021-04-23
2020-12-31	$892,779	11,572	+922.3%	Shares	Sole	2021-01-28
2020-09-30	$314,197	1,132	+6.6%	Shares	Sole	2020-10-29
2020-06-30	$255,060	1,062	-26.4%	Shares	Sole	2020-07-24
2020-03-31	$347,214	1,443	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.