Patton Fund Management’s NextEra Energy NEE Stock Holding History

Patton Fund Management’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 Q2	–	Sell	-2,807	Closed	-$261K	–	344
2026 Q1	$261K	Buy	2,807 +215	+8%	+$19.1K	0.04%	246
2025 Q4	$208K	Sell	2,592 -740	-22%	-$61.3K	0.03%	459
2025 Q3	$252K	Hold	3,332	–	–	0.05%	256
2025 Q2	$231K	Buy	+3,332	New	+$231K	0.05%	307
2024 Q2	–	Sell	-3,627	Closed	-$232K	–	116
2024 Q1	$232K	Buy	+3,627	New	+$212K	0.04%	89
2021 Q1	–	Sell	-21,926	Closed	-$1.69M	–	109
2020 Q4	$1.69M	Sell	21,926 -5,078	-19%	-$380K	0.85%	41
2020 Q3	$1.87M	Sell	27,004 -1,884	-7%	-$130K	1.02%	23
2020 Q2	$1.74M	Sell	28,888 -7,268	-20%	-$435K	1.01%	25
2020 Q1	$2.17M	Sell	36,156 -37,376	-51%	-$2.35M	1.34%	13
2019 Q4	$4.45M	Buy	+73,532	New	+$4.29M	1.55%	9

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Patton Fund Management's NEE Position: Q2 2026 in Review

Patton Fund Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,807 shares — an estimated $261K sold.

Patton Fund Management first reported a position in NEE in Q4 2019 and held it in 10 quarters. The position peaked at $4.45M in Q4 2019. 1,153 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Patton Fund Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 2,807 NextEra Energy shares in Q2 2026, an estimated $261K.
Patton Fund Management first reported a position in NextEra Energy in Q4 2019 and held it in 10 quarters.
Patton Fund Management's NextEra Energy position peaked at $4.45M in Q4 2019.
1,153 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.