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Patriot Investment Management Group’s NextEra Energy NEE Stock Holding History

Patriot Investment Management Group’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
2020
Q3 		– Sell
-140
Closed -$8.56K – 488
2020
Q2 		$8.56K Buy
+140
New +$8.38K ﹤0.01% 514
2020
Q1 		– Sell
-3,948
Closed -$239K – 214
2019
Q4 		$239K Hold
3,948
– – 0.03% 201
2019
Q3 		$228K Sell
3,948
-848
-18% -$45.9K 0.03% 199
2019
Q2 		$245K Buy
+4,796
New +$236K 0.03% 194

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Patriot Investment Management Group's NEE Position: Q3 2020 in Review

Patriot Investment Management Group sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 140 shares — an estimated $8.56K sold.

Patriot Investment Management Group first reported a position in NEE in Q2 2019 and held it in 4 quarters. The position peaked at $245K in Q2 2019. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • Patriot Investment Management Group reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 140 NextEra Energy shares in Q3 2020, an estimated $8.56K.
  • Patriot Investment Management Group first reported a position in NextEra Energy in Q2 2019 and held it in 4 quarters.
  • Patriot Investment Management Group's NextEra Energy position peaked at $245K in Q2 2019.
  • 1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.