SEC 13F Intelligence

Middleton & Co Inc/Ma / NEE

Middleton & Co Inc/Ma’s Nextera Energy Inc Position

Does Middleton & Co Inc/Ma own Nextera Energy Inc (NEE)? Yes173.3K shares worth $16M (+1.84% of its 13F portfolio) as of Q1 2026, down from 177.0K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
173.3K
% of Portfolio
+1.84%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $10MQ2 ’20: $10MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $13MQ2 ’21: $12MQ3 ’21: $14MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $14MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $9MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $15MQ3 ’24: $17MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $13MQ3 ’25: $14MQ4 ’25: $14MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026173.3K$16M+1.84%
Q4 2025177.0K$14M+1.51%
Q3 2025180.3K$14M+1.47%
Q2 2025185.7K$13M+1.45%
Q1 2025194.3K$14M+1.61%
Q4 2024204.2K$15M+1.62%
Q3 2024204.6K$17M+1.91%
Q2 2024205.0K$15M+1.69%
Q1 2024206.4K$13M+1.52%
Q4 2023196.8K$12M+1.49%
Q3 2023152.0K$9M+1.20%
Q2 2023143.9K$11M+1.42%
Q1 2023141.1K$11M+1.56%
Q4 2022141.5K$12M+1.75%
Q3 2022146.6K$11M+1.75%
Q2 2022176.5K$14M+1.75%
Q1 2022179.0K$15M+1.62%
Q4 2021175.5K$16M+1.60%
Q3 2021174.7K$14M+1.47%
Q2 2021168.4K$12M+1.34%
Q1 2021169.1K$13M+1.44%
Q4 2020165.4K$13M+1.51%
Q3 2020165.1K$11M+1.52%
Q2 202041.3K$10M+1.43%
Q1 202041.1K$10M+1.73%
Q4 201942.8K$10M+1.47%
Q3 201942.3K$10M+1.52%
Q2 201942.7K$9M+1.36%
Q1 201943.5K$8M+1.35%
Q4 201839.7K$7M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Middleton & Co Inc/Ma’s full portfolio or all institutional holders of NEE.