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Patron Partners’s NextEra Energy NEE Stock Holding History

Patron Partners’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
19,342
+1,364
+8% +$121K 0.79% 29
2025
Q4 		$1.44M Buy
17,978
+1,638
+10% +$136K 0.64% 38
2025
Q3 		$1.23M Buy
16,340
+309
+2% +$22.6K 0.56% 43
2025
Q2 		$1.11M Buy
16,031
+1,342
+9% +$93.2K 0.55% 49
2025
Q1 		$1.04M Buy
14,689
+938
+7% +$66.2K 0.56% 48
2024
Q4 		$986K Buy
13,751
+187
+1% +$14.5K 0.53% 53
2024
Q3 		$1.15M Buy
13,564
+33
+0.2% +$2.58K 0.63% 42
2024
Q2 		$958K Buy
13,531
+368
+3% +$26.1K 0.56% 45
2024
Q1 		$841K Buy
13,163
+770
+6% +$45.1K 0.51% 50
2023
Q4 		$753K Buy
12,393
+254
+2% +$14.5K 0.5% 52
2023
Q3 		$695K Buy
12,139
+224
+2% +$15.5K 0.51% 52
2023
Q2 		$884K Buy
11,915
+320
+3% +$24.2K 0.63% 39
2023
Q1 		$894K Buy
11,595
+191
+2% +$14.7K 0.66% 37
2022
Q4 		$953K Buy
11,404
+68
+0.6% +$5.49K 0.72% 34
2022
Q3 		$889K Buy
11,336
+147
+1% +$12.5K 0.74% 32
2022
Q2 		$867K Buy
11,189
+629
+6% +$47.9K 0.69% 35
2022
Q1 		$894K Buy
10,560
+729
+7% +$58.4K 0.61% 40
2021
Q4 		$918K Buy
9,831
+853
+10% +$73.7K 0.6% 37
2021
Q3 		$704K Buy
8,978
+301
+3% +$24.3K 0.52% 50
2021
Q2 		$635K Sell
8,677
-1,391
-14% -$104K 0.48% 56
2021
Q1 		$761K Sell
10,068
-26
-0.3% -$2.03K 0.65% 35
2020
Q4 		$779K Buy
+10,094
New +$755K 0.75% 24

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patron Partners's NEE Position: Q1 2026 in Review

Patron Partners increased its NextEra Energy (NEE) stake by 7.6% in Q1 2026, buying an estimated $121K and bringing the position to 19,342 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #29.

Patron Partners first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Patron Partners held 19,342 shares of NextEra Energy worth $1.8M as of Q1 2026.
  • Patron Partners bought 1,364 NextEra Energy shares in Q1 2026, an estimated $121K.
  • NextEra Energy made up 0.79% of Patron Partners's portfolio in Q1 2026, its #29 holding.
  • Patron Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.