SEC 13F Intelligence

Peninsula Asset Management Inc / NEE

Peninsula Asset Management Inc’s Nextera Energy Inc Position

Does Peninsula Asset Management Inc own Nextera Energy Inc (NEE)? Yes — 63.5K shares worth $6M (+3.01% of its 13F portfolio) as of Q1 2026, down from 64.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
63.5K
% of Portfolio
+3.01%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4,265Q4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.5K$6M+3.01%
Q4 202564.1K$5M+2.64%
Q3 202564.8K$5M+2.51%
Q2 202565.1K$5M+2.39%
Q1 202564.8K$5M+2.55%
Q4 202465.6K$5M+2.50%
Q3 202466.8K$6M+2.85%
Q2 202467.1K$5M+2.61%
Q1 202465.4K$4M+2.24%
Q4 202349.0K$3M+1.73%
Q3 202348.2K$3M+1.74%
Q2 202348.4K$4M+2.12%
Q1 202349.4K$4M+2.38%
Q4 202251.0K$4,265+2.62%
Q3 202253.5K$4M+2.68%
Q2 202253.4K$4M+2.52%
Q1 202255.1K$5M+2.36%
Q4 202154.9K$5M+2.43%
Q3 202156.5K$4M+2.28%
Q2 202153.7K$4M+2.06%
Q1 202153.7K$4M+2.26%
Q4 202052.2K$4M+2.46%
Q3 202013.1K$4M+2.43%
Q2 202013.2K$3M+2.27%
Q1 202013.5K$3M+2.68%
Q4 201913.1K$3M+2.10%
Q3 201913.0K$3M+2.07%
Q2 201912.8K$3M+1.86%
Q1 201912.6K$2M+1.76%
Q4 201812.4K$2M+1.79%

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