MATTERN CAPITAL MANAGEMENT, LLC

Position in NEE — Nextera Energy Inc

CIK 1803227 LAKEWOOD, CO

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$11,550,532

-$889,629 QoQ

Shares Held

131,600

-1.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#530

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MATTERN CAPITAL MANAGEMENT, LLC holds $35,225,194 across 3 Utilities - Regulated Electric names. NEE ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	103,889	$12,131,118
2	NEE	Nextera Energy Inc This page	131,600	$11,550,532
3	CMS	Cms Energy Corp	150,896	$11,543,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,550,532	131,600	-1.7%	Shares	Sole	2026-07-24
2026-03-31	$12,440,161	133,938	-2.3%	Shares	Sole	2026-05-04
2025-12-31	$11,005,183	137,085	-14.3%	Shares	Sole	2026-01-29
2025-09-30	$12,081,419	160,040	+12.3%	Shares	Sole	2025-10-21
2025-06-30	$9,892,072	142,496	+1.7%	Shares	Sole	2025-07-21
2025-03-31	$9,929,491	140,069	-0.2%	Shares	Sole	2025-04-23
2024-12-31	$10,063,842	140,380	-1.4%	Shares	Sole	2025-02-03
2024-09-30	$12,040,622	142,442	-1.1%	Shares	Sole	2024-10-24
2024-06-30	$10,195,152	143,979	-1.0%	Shares	Sole	2024-08-02
2024-03-31	$9,298,905	145,500	+8.7%	Shares	Sole	2024-05-14
2023-12-31	$8,130,352	133,855	+38.0%	Shares	Sole	2024-02-14
2023-09-30	$5,558,447	97,023	+14.5%	Shares	Sole	2023-11-08
2023-06-30	$6,287,782	84,741	+5.0%	Shares	Sole	2023-08-08
2023-03-31	$6,221,589	80,716	+3.6%	Shares	Sole	2023-05-12
2022-12-31	$6,514,780	77,928	-3.8%	Shares	Sole	2023-02-06
2022-09-30	$6,349,328	80,976	-3.4%	Shares	Sole	2022-11-08
2022-06-30	$6,493,859	83,835	+6.8%	Shares	Sole	2022-08-08
2022-03-31	$6,649,480	78,497	+2.1%	Shares	Sole	2022-05-03
2021-12-31	$7,178,730	76,893	+1.2%	Shares	Sole	2022-02-03
2021-09-30	$5,966,577	75,988	+3.0%	Shares	Sole	2021-11-01
2021-06-30	$5,408,357	73,804	+4.8%	Shares	Sole	2021-08-03
2021-03-31	$5,326,497	70,447	+1.9%	Shares	Sole	2021-05-17
2020-12-31	$5,331,990	69,112	+303.4%	Shares	Sole	2021-02-03
2020-09-30	$4,754,880	17,131	+0.2%	Shares	Sole	2020-11-16
2020-06-30	$4,107,147	17,101	+1.2%	Shares	Sole	2020-08-07
2020-03-31	$4,064,071	16,890	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.