PATRICK M SWEENEY & ASSOCIATES, INC

Position in NEE — Nextera Energy Inc

CIK 2010453 LIBERTYVILLE, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$447,451

-$7,475 QoQ

Shares Held

5,098

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,156

of 3,000 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATRICK M SWEENEY & ASSOCIATES, INC holds $2,067,049 across 6 Utilities - Regulated Electric names. NEE ranks #1 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	5,098	$447,451
2	WEC	Wec Energy Group, Inc.	3,371	$393,631
3	XEL	Xcel Energy Inc	4,450	$357,335
4	ES	Eversource Energy	4,915	$355,207
5	DUK	Duke Energy CORP	2,156	$272,906
6	SO	Southern Co	2,513	$240,519

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,451	5,098	+4.1%	Shares	Sole	2026-08-10
2026-03-31	$454,926	4,898	0.0%	Shares	Sole	2026-05-07
2025-12-31	$393,211	4,898	0.0%	Shares	Sole	2026-02-04
2025-09-30	$369,750	4,898	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$333,077	4,798	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$347,573	4,903	0.0%	Shares	Sole	2025-04-14
2024-12-31	$351,496	4,903	-0.9%	Shares	Sole	2025-01-22
2024-09-30	$418,254	4,948	+2.3%	Shares	Sole	2024-10-22
2024-06-30	$342,507	4,837	+11.3%	Shares	Sole	2024-07-17
2024-03-31	$277,816	4,347	+5.1%	Shares	Sole	2024-04-25
2023-12-31	$251,281	4,137	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.