PATRON PARTNERS, LLC

Position in NEE — Nextera Energy Inc

CIK 1841768 HOUSTON, TX

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,804,726

+$8,242 QoQ

Shares Held

20,562

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,273

of 3,009 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

PATRON PARTNERS, LLC holds $2,750,719 across 3 Utilities - Regulated Electric names. NEE ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	20,562	$1,804,726
2	DUK	Duke Energy CORP	3,933	$497,839
3	XEL	Xcel Energy Inc	5,581	$448,154

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,804,726	20,562	+6.3%	Shares	Sole	2026-08-11
2026-03-31	$1,796,484	19,342	+7.6%	Shares	Sole	2026-04-29
2025-12-31	$1,443,273	17,978	+10.0%	Shares	Sole	2026-02-11
2025-09-30	$1,233,506	16,340	+1.9%	Shares	Sole	2025-10-31
2025-06-30	$1,112,872	16,031	+9.1%	Shares	Sole	2025-07-16
2025-03-31	$1,041,303	14,689	+6.8%	Shares	Sole	2025-04-24
2024-12-31	$985,809	13,751	+1.4%	Shares	Sole	2025-01-24
2024-09-30	$1,146,564	13,564	+0.2%	Shares	Sole	2024-11-05
2024-06-30	$958,130	13,531	+2.8%	Shares	Sole	2024-08-05
2024-03-31	$841,247	13,163	+6.2%	Shares	Sole	2024-05-02
2023-12-31	$752,750	12,393	+2.1%	Shares	Sole	2024-01-18
2023-09-30	$695,443	12,139	+1.9%	Shares	Sole	2023-11-07
2023-06-30	$884,093	11,915	+2.8%	Shares	Sole	2023-08-01
2023-03-31	$893,742	11,595	+1.7%	Shares	Sole	2023-05-04
2022-12-31	$953,374	11,404	+0.6%	Shares	Sole	2023-01-27
2022-09-30	$888,855	11,336	+1.3%	Shares	Sole	2022-10-21
2022-06-30	$866,699	11,189	+6.0%	Shares	Sole	2022-08-04
2022-03-31	$894,537	10,560	+7.4%	Shares	Sole	2022-04-27
2021-12-31	$917,822	9,831	+9.5%	Shares	Sole	2022-01-20
2021-09-30	$704,952	8,978	+3.5%	Shares	Sole	2021-10-29
2021-06-30	$635,850	8,677	-13.8%	Shares	Sole	2021-07-21
2021-03-31	$761,241	10,068	-0.3%	Shares	Sole	2021-05-20
2020-12-31	$778,752	10,094	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.