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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.97M | Sell |
22,429
-18,787
| -46% | -$1.7M | 0.2% | 131 |
|
|
2026
Q1 | $3.83M | Buy |
41,216
+28,936
| +236% | +$2.57M | 0.22% | 127 |
|
|
2025
Q4 | $986K | Buy |
12,280
+7,938
| +183% | +$657K | 0.12% | 210 |
|
|
2025
Q3 | $328K | Sell |
4,342
-332
| -7% | -$24.3K | 0.04% | 365 |
|
|
2025
Q2 | $324K | Sell |
4,674
-56
| -1% | -$3.89K | 0.04% | 389 |
|
|
2025
Q1 | $335K | Buy |
4,730
+83
| +2% | +$5.86K | 0.04% | 365 |
|
|
2024
Q4 | $333K | Buy |
4,647
+84
| +2% | +$6.53K | 0.04% | 349 |
|
|
2024
Q3 | $386K | Buy |
4,563
+30
| +0.7% | +$2.34K | 0.05% | 332 |
|
|
2024
Q2 | $321K | Sell |
4,533
-120
| -3% | -$8.51K | 0.05% | 356 |
|
|
2024
Q1 | $297K | Buy |
4,653
+21
| +0.5% | +$1.23K | 0.05% | 367 |
|
|
2023
Q4 | $281K | Sell |
4,632
-1,247
| -21% | -$71.1K | 0.05% | 347 |
|
|
2023
Q3 | $337K | Sell |
5,879
-419
| -7% | -$29K | 0.07% | 309 |
|
|
2023
Q2 | $467K | Sell |
6,298
-1,844
| -23% | -$140K | 0.09% | 256 |
|
|
2023
Q1 | $628K | Buy |
8,142
+953
| +13% | +$73.3K | 0.13% | 181 |
|
|
2022
Q4 | $601K | Buy |
7,189
+1,266
| +21% | +$102K | 0.08% | 179 |
|
|
2022
Q3 | $464K | Sell |
5,923
-372
| -6% | -$31.6K | 0.11% | 206 |
|
|
2022
Q2 | $488K | Sell |
6,295
-366
| -5% | -$27.9K | 0.1% | 206 |
|
|
2022
Q1 | $564K | Sell |
6,661
-1,408
| -17% | -$113K | 0.1% | 216 |
|
|
2021
Q4 | $753K | Sell |
8,069
-1,410
| -15% | -$122K | 0.13% | 175 |
|
|
2021
Q3 | $744K | Buy |
9,479
+592
| +7% | +$47.7K | 0.13% | 175 |
|
|
2021
Q2 | $651K | Buy |
8,887
+645
| +8% | +$48.4K | 0.12% | 186 |
|
|
2021
Q1 | $623K | Buy |
8,242
+98
| +1% | +$7.65K | 0.14% | 164 |
|
|
2020
Q4 | $628K | Buy |
8,144
+2,704
| +50% | +$202K | 0.16% | 143 |
|
|
2020
Q3 | $377K | Buy |
5,440
+220
| +4% | +$15.2K | 0.12% | 173 |
|
|
2020
Q2 | $313K | Sell |
5,220
-568
| -10% | -$34K | 0.12% | 170 |
|
|
2020
Q1 | $348K | Buy |
5,788
+2,404
| +71% | +$151K | 0.16% | 143 |
|
|
2019
Q4 | $205K | Sell |
3,384
-4,296
| -56% | -$251K | 0.08% | 220 |
|
|
2019
Q3 | $447K | Buy |
7,680
+368
| +5% | +$19.9K | 0.2% | 102 |
|
|
2019
Q2 | $380K | Buy |
7,312
+5,008
| +217% | +$246K | 0.16% | 112 |
|
|
2019
Q1 | $111K | Buy |
2,304
+1,240
| +117% | +$56.7K | 0.06% | 251 |
|
|
2018
Q4 | $46K | Buy |
+1,064
| New | +$46.5K | 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 | +$717 | ﹤0.01% | 739 |
|
Other funds holding NEE
Patriot Financial Group Insurance Agency's NEE Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its NextEra Energy (NEE) stake by 46% in Q2 2026, selling an estimated $1.7M and leaving 22,429 shares worth $1.97M. The position accounts for 0.2% of the portfolio, ranked #131.
Patriot Financial Group Insurance Agency first reported a position in NEE in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.83M in Q1 2026. 1,910 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Patriot Financial Group Insurance Agency held 22,429 shares of NextEra Energy worth $1.97M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 18,787 NextEra Energy shares in Q2 2026, an estimated $1.7M.
- NextEra Energy made up 0.2% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #131 holding.
- Patriot Financial Group Insurance Agency first reported a position in NextEra Energy in Q4 2016 and has held it in 37 quarters since.
- Patriot Financial Group Insurance Agency's NextEra Energy position peaked at $3.83M in Q1 2026.
- 1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.