Patriot Financial Group Insurance Agency’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Sell |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $628K | Buy |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $753K | Sell |
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|
2021
Q3 | $744K | Buy |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $111K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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