Patten Group, Inc.

Position in NEE — Nextera Energy Inc

CIK 1633207 CHATTANOOGA, TN

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,315,950

+$432,305 QoQ

Shares Held

37,780

+21.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#950

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Patten Group, Inc. holds $7,011,296 across 4 Utilities - Regulated Electric names. NEE ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	37,780	$3,315,950
2	DUK	Duke Energy CORP	13,478	$1,706,044
3	D	Dominion Energy, Inc	14,916	$1,018,612
4	SO	Southern Co	10,142	$970,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,315,950	37,780	+21.7%	Shares	Sole	2026-08-06
2026-03-31	$2,883,645	31,047	-0.9%	Shares	Sole	2026-04-24
2025-12-31	$2,513,968	31,315	+1.4%	Shares	Sole	2026-01-23
2025-09-30	$2,330,980	30,878	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$2,101,135	30,267	+0.8%	Shares	Sole	2025-07-30
2025-03-31	$2,128,259	30,022	-1.5%	Shares	Sole	2025-05-14
2024-12-31	$2,185,254	30,482	-5.4%	Shares	Sole	2025-02-06
2024-09-30	$2,722,711	32,210	-2.6%	Shares	Sole	2024-10-08
2024-06-30	$2,342,394	33,080	-2.4%	Shares	Sole	2024-07-25
2024-03-31	$2,167,188	33,910	-7.9%	Shares	Sole	2024-04-17
2023-12-31	$2,236,993	36,829	-2.3%	Shares	Sole	2024-01-10
2023-09-30	$2,160,520	37,712	-3.0%	Shares	Sole	2023-10-12
2023-06-30	$2,885,118	38,883	+2.2%	Shares	Sole	2023-07-26
2023-03-31	$2,932,354	38,043	-0.7%	Shares	Sole	2023-04-06
2022-12-31	$3,201,963	38,301	+1.5%	Shares	Sole	2023-02-10
2022-09-30	$2,959,820	37,748	-0.5%	Shares	Sole	2022-10-13
2022-06-30	$2,938,987	37,942	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$3,240,919	38,259	+0.3%	Shares	Sole	2022-04-28
2021-12-31	$3,562,337	38,157	+7.6%	Shares	Sole	2022-01-20
2021-09-30	$2,785,732	35,478	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,599,168	35,469	-1.0%	Shares	Sole	2021-08-03
2021-03-31	$2,707,669	35,811	+1.2%	Shares	Sole	2021-04-23
2020-12-31	$2,730,724	35,395	+302.0%	Shares	Sole	2021-02-02
2020-09-30	$2,443,915	8,805	+0.0%	Shares	Sole	2020-10-19
2020-06-30	$2,114,456	8,804	-1.7%	Shares	Sole	2020-07-20
2020-03-31	$2,154,030	8,952	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.