Patriot Financial Group Insurance Agency’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
4,674
-56
| -1% | -$3.89K | 0.04% | 389 |
|
|
2025
Q1 | $335K | Buy |
4,730
+83
| +2% | +$5.88K | 0.04% | 365 |
|
|
2024
Q4 | $333K | Buy |
4,647
+84
| +2% | +$6.02K | 0.04% | 349 |
|
|
2024
Q3 | $386K | Buy |
4,563
+30
| +0.7% | +$2.54K | 0.05% | 332 |
|
|
2024
Q2 | $321K | Sell |
4,533
-120
| -3% | -$8.5K | 0.05% | 355 |
|
|
2024
Q1 | $297K | Buy |
4,653
+21
| +0.5% | +$1.34K | 0.05% | 366 |
|
|
2023
Q4 | $281K | Sell |
4,632
-1,247
| -21% | -$75.7K | 0.05% | 347 |
|
|
2023
Q3 | $337K | Sell |
5,879
-419
| -7% | -$24K | 0.07% | 308 |
|
|
2023
Q2 | $467K | Sell |
6,298
-1,844
| -23% | -$137K | 0.09% | 256 |
|
|
2023
Q1 | $628K | Buy |
8,142
+953
| +13% | +$73.5K | 0.13% | 181 |
|
|
2022
Q4 | $601K | Buy |
7,189
+1,266
| +21% | +$106K | 0.08% | 178 |
|
|
2022
Q3 | $464K | Sell |
5,923
-372
| -6% | -$29.1K | 0.11% | 206 |
|
|
2022
Q2 | $488K | Sell |
6,295
-366
| -5% | -$28.4K | 0.1% | 206 |
|
|
2022
Q1 | $564K | Sell |
6,661
-1,408
| -17% | -$119K | 0.1% | 216 |
|
|
2021
Q4 | $753K | Sell |
8,069
-1,410
| -15% | -$132K | 0.13% | 175 |
|
|
2021
Q3 | $744K | Buy |
9,479
+592
| +7% | +$46.5K | 0.13% | 175 |
|
|
2021
Q2 | $651K | Buy |
8,887
+645
| +8% | +$47.2K | 0.12% | 186 |
|
|
2021
Q1 | $623K | Buy |
8,242
+98
| +1% | +$7.41K | 0.14% | 164 |
|
|
2020
Q4 | $628K | Buy |
8,144
+2,704
| +50% | +$209K | 0.16% | 143 |
|
|
2020
Q3 | $377K | Buy |
5,440
+220
| +4% | +$15.2K | 0.12% | 173 |
|
|
2020
Q2 | $313K | Sell |
5,220
-568
| -10% | -$34.1K | 0.12% | 170 |
|
|
2020
Q1 | $348K | Buy |
5,788
+2,404
| +71% | +$145K | 0.16% | 143 |
|
|
2019
Q4 | $205K | Sell |
3,384
-4,296
| -56% | -$260K | 0.08% | 220 |
|
|
2019
Q3 | $447K | Buy |
7,680
+368
| +5% | +$21.4K | 0.2% | 102 |
|
|
2019
Q2 | $380K | Buy |
7,312
+5,008
| +217% | +$260K | 0.16% | 112 |
|
|
2019
Q1 | $111K | Buy |
2,304
+1,240
| +117% | +$59.7K | 0.06% | 251 |
|
|
2018
Q4 | $46K | Buy |
+1,064
| New | +$46K | 0.03% | 339 |
|
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 808 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 920 |
|
|
2017
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 905 |
|
|
2017
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 881 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 885 |
|
|
2017
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 795 |
|
|
2016
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 739 |
|