Middleton & Co Inc

SEC CIK: 0000919497
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 169,229
Value: $14.9M
% of portfolio: 1.6%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Middleton & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	169,229	$14.9M	1.6%	−4,087−2.4%	Reduced	Holders
Q1 2026	173,316	$16.1M	1.8%	−3,665−2.1%	Reduced	Holders
Q4 2025	176,981	$14.2M	1.5%	−3,314−1.8%	Reduced	Holders
Q3 2025	180,295	$13.6M	1.5%	−5,363−2.9%	Reduced	Holders
Q2 2025	185,658	$12.9M	1.4%	−8,681−4.5%	Reduced	Holders
Q1 2025	194,339	$13.8M	1.6%	−9,820−4.8%	Reduced	Holders
Q4 2024	204,159	$14.6M	1.6%	−429−0.2%	Reduced	Holders
Q3 2024	204,588	$17.3M	1.9%	−377−0.2%	Reduced	Holders
Q2 2024	204,965	$14.5M	1.7%	−1,404−0.7%	Reduced	Holders
Q1 2024	206,369	$13.2M	1.5%	+9,571+4.9%	Added	Holders
Q4 2023	196,798	$12.0M	1.5%	+44,825+29.5%	Added	Holders
Q3 2023	151,973	$8.71M	1.2%	+8,043+5.6%	Added	Holders
Q2 2023	143,930	$10.7M	1.4%	+2,823+2.0%	Added	Holders
Q1 2023	141,107	$10.9M	1.6%	−401−0.3%	Reduced	Holders
Q4 2022	141,508	$11.8M	1.8%	−5,051−3.4%	Reduced	Holders
Q3 2022	146,559	$11.5M	1.7%	−29,919−17.0%	Reduced	Holders
Q2 2022	176,478	$13.7M	1.8%	−2,510−1.4%	Reduced	Holders
Q1 2022	178,988	$15.2M	1.6%	+3,441+2.0%	Added	Holders
Q4 2021	175,547	$16.4M	1.6%	+875+0.5%	Added	Holders
Q3 2021	174,672	$13.7M	1.5%	+6,313+3.7%	Added	Holders
Q2 2021	168,359	$12.3M	1.3%	−744−0.4%	Reduced	Holders
Q1 2021	169,103	$12.8M	1.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.