PATTEN & PATTEN INC/TN

Position in NEE — Nextera Energy Inc

CIK 1044905 CHATTANOOGA, TN

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,133,588

-$821,128 QoQ

Shares Held

138,243

-0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#515

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $24,861,031 across 5 Utilities - Regulated Electric names. NEE ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	138,243	$12,133,588
2	DUK	Duke Energy CORP	59,258	$7,500,877
3	D	Dominion Energy, Inc	41,149	$2,810,065
4	SO	Southern Co	22,801	$2,182,283
5	EXC	Exelon Corp	5,024	$234,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,133,588	138,243	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$12,954,716	139,478	-1.5%	Shares	Sole	2026-05-01
2025-12-31	$11,372,063	141,655	-5.0%	Shares	Sole	2026-02-03
2025-09-30	$11,257,446	149,125	-4.0%	Shares	Sole	2025-10-31
2025-06-30	$10,787,173	155,390	-2.7%	Shares	Sole	2025-07-28
2025-03-31	$11,316,525	159,635	-7.2%	Shares	Sole	2025-05-07
2024-12-31	$12,326,521	171,942	-5.3%	Shares	Sole	2025-02-10
2024-09-30	$15,344,730	181,530	-4.3%	Shares	Sole	2024-11-04
2024-06-30	$13,433,719	189,715	-1.3%	Shares	Sole	2024-08-13
2024-03-31	$12,279,283	192,134	+2.3%	Shares	Sole	2024-05-10
2023-12-31	$11,402,720	187,730	+2.2%	Shares	Sole	2024-01-23
2023-09-30	$10,523,657	183,691	-1.9%	Shares	Sole	2023-10-27
2023-06-30	$13,887,049	187,157	+0.0%	Shares	Sole	2023-07-14
2023-03-31	$14,422,130	187,106	-0.2%	Shares	Sole	2023-04-25
2022-12-31	$15,678,845	187,546	-1.8%	Shares	Sole	2023-02-01
2022-09-30	$14,982,269	191,076	-3.8%	Shares	Sole	2022-10-19
2022-06-30	$15,390,992	198,696	-3.3%	Shares	Sole	2022-08-02
2022-03-31	$17,413,495	205,566	-0.8%	Shares	Sole	2022-04-25
2021-12-31	$19,344,938	207,208	-2.1%	Shares	Sole	2022-01-26
2021-09-30	$16,616,873	211,626	-2.7%	Shares	Sole	2021-10-22
2021-06-30	$15,946,021	217,604	+14.3%	Shares	Sole	2021-07-13
2021-03-31	$14,393,573	190,366	-0.5%	Shares	Sole	2021-04-23
2020-12-31	$14,763,578	191,362	+318.1%	Shares	Sole	2021-01-19
2020-09-30	$12,705,031	45,774	-1.7%	Shares	Sole	2020-10-08
2020-06-30	$11,184,476	46,569	+0.1%	Shares	Sole	2020-07-21
2020-03-31	$11,195,807	46,529	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.