SEC 13F Intelligence

Lederer & Associates Investment Counsel/Ca / NEE

Lederer & Associates Investment Counsel/Ca’s Nextera Energy Inc Position

Does Lederer & Associates Investment Counsel/Ca own Nextera Energy Inc (NEE)? Yes26.9K shares worth $2M (+1.55% of its 13F portfolio) as of Q2 2026, down from 27.3K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
26.9K
% of Portfolio
+1.55%
Quarters Held
24
currently held

Position History NEE

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $2MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3MQ2 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202626.9K$2M+1.55%
Q1 202627.3K$3M+1.79%
Q4 202527.6K$2M+1.49%
Q3 202525.4K$2M+1.24%
Q2 202525.7K$2M+1.18%
Q1 202526.3K$2M+1.37%
Q4 202425.8K$2M+1.29%
Q3 202426.9K$2M+1.60%
Q2 202427.0K$2M+1.38%
Q1 202430.4K$2M+1.35%
Q4 202330.4K$2M+1.37%
Q3 202331.6K$2M+1.44%
Q2 202327.7K$2M+1.55%
Q1 202328.3K$2M+1.68%
Q4 202228.4K$2M+1.94%
Q3 202229.4K$2M+1.95%
Q2 202230.0K$2M+1.79%
Q1 202234.2K$3M+1.78%
Q4 202134.4K$3M+1.86%
Q3 202134.2K$3M+1.73%
Q2 202133.2K$2M+1.62%
Q1 202133.3K$3M+1.78%
Q4 202030.6K$2M+1.81%
Q2 20207.5K$2M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of NEE.