PG
Patten Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
30,267
+245
| +0.8% | +$17K | 0.44% | 65 |
|
|
2025
Q1 | $2.13M | Sell |
30,022
-460
| -2% | -$32.6K | 0.49% | 56 |
|
|
2024
Q4 | $2.19M | Sell |
30,482
-1,728
| -5% | -$124K | 0.48% | 55 |
|
|
2024
Q3 | $2.72M | Sell |
32,210
-870
| -3% | -$73.5K | 0.6% | 44 |
|
|
2024
Q2 | $2.34M | Sell |
33,080
-830
| -2% | -$58.8K | 0.55% | 49 |
|
|
2024
Q1 | $2.17M | Sell |
33,910
-2,919
| -8% | -$187K | 0.53% | 51 |
|
|
2023
Q4 | $2.24M | Sell |
36,829
-883
| -2% | -$53.6K | 0.61% | 45 |
|
|
2023
Q3 | $2.16M | Sell |
37,712
-1,171
| -3% | -$67.1K | 0.65% | 41 |
|
|
2023
Q2 | $2.89M | Buy |
38,883
+840
| +2% | +$62.3K | 0.43% | 29 |
|
|
2023
Q1 | $2.93M | Sell |
38,043
-258
| -0.7% | -$19.9K | 0.88% | 27 |
|
|
2022
Q4 | $3.2M | Buy |
38,301
+553
| +1% | +$46.2K | 1.01% | 23 |
|
|
2022
Q3 | $2.9M | Sell |
37,748
-194
| -0.5% | -$14.9K | 0.99% | 21 |
|
|
2022
Q2 | $3.05M | Sell |
37,942
-317
| -0.8% | -$25.5K | 0.98% | 19 |
|
|
2022
Q1 | $3.24M | Buy |
38,259
+102
| +0.3% | +$8.64K | 0.91% | 23 |
|
|
2021
Q4 | $3.56M | Buy |
38,157
+2,679
| +8% | +$250K | 0.94% | 17 |
|
|
2021
Q3 | $2.79M | Buy |
35,478
+9
| +0% | +$707 | 0.82% | 27 |
|
|
2021
Q2 | $2.6M | Sell |
35,469
-342
| -1% | -$25.1K | 0.76% | 31 |
|
|
2021
Q1 | $2.71M | Buy |
35,811
+416
| +1% | +$31.5K | 0.87% | 25 |
|
|
2020
Q4 | $2.73M | Buy |
35,395
+26,590
| +302% | +$2.05M | 0.74% | 27 |
|
|
2020
Q3 | $2.44M | Buy |
8,805
+1
| +0% | +$278 | 0.95% | 23 |
|
|
2020
Q2 | $2.11M | Sell |
8,804
-148
| -2% | -$35.5K | 0.91% | 23 |
|
|
2020
Q1 | $2.15M | Sell |
8,952
-503
| -5% | -$121K | 1.11% | 16 |
|
|
2019
Q4 | $2.29M | Sell |
9,455
-229
| -2% | -$55.5K | 0.85% | 31 |
|
|
2019
Q3 | $2.26M | Buy |
9,684
+1,222
| +14% | +$285K | 0.92% | 28 |
|
|
2019
Q2 | $1.73M | Buy |
8,462
+20
| +0.2% | +$4.1K | 0.71% | 44 |
|
|
2019
Q1 | $1.63M | Buy |
8,442
+86
| +1% | +$16.6K | 0.7% | 44 |
|
|
2018
Q4 | $1.45M | Sell |
8,356
-121
| -1% | -$21K | 0.69% | 41 |
|
|
2018
Q3 | $1.42M | Buy |
8,477
+3
| +0% | +$503 | 0.54% | 49 |
|
|
2018
Q2 | $1.42M | Sell |
8,474
-46
| -0.5% | -$7.68K | 0.57% | 49 |
|
|
2018
Q1 | $1.39M | Sell |
8,520
-346
| -4% | -$56.5K | 0.57% | 53 |
|
|
2017
Q4 | $1.39M | Sell |
8,866
-181
| -2% | -$28.3K | 0.55% | 56 |
|
|
2017
Q3 | $1.33M | Buy |
9,047
+153
| +2% | +$22.4K | 0.54% | 58 |
|
|
2017
Q2 | $1.31M | Sell |
8,894
-121
| -1% | -$17.8K | 0.53% | 55 |
|
|
2017
Q1 | $1.16M | Sell |
9,015
-96
| -1% | -$12.4K | 0.5% | 57 |
|
|
2016
Q4 | $1.11M | Sell |
9,111
-369
| -4% | -$44.8K | 0.5% | 60 |
|
|
2016
Q3 | $1.18M | Sell |
9,480
-808
| -8% | -$100K | 0.55% | 54 |
|
|
2016
Q2 | $1.34M | Sell |
10,288
-213
| -2% | -$27.8K | 0.63% | 45 |
|
|
2016
Q1 | $1.24M | Sell |
10,501
-911
| -8% | -$108K | 0.59% | 51 |
|
|
2015
Q4 | $1.19M | Sell |
11,412
-898
| -7% | -$93.3K | 0.57% | 48 |
|
|
2015
Q3 | $1.2M | Buy |
12,310
+198
| +2% | +$19.3K | 0.62% | 42 |
|
|
2015
Q2 | $1.19M | Sell |
12,112
-125
| -1% | -$12.3K | 0.56% | 47 |
|
|
2015
Q1 | $1.27M | Sell |
12,237
-107
| -0.9% | -$11.1K | 0.65% | 46 |
|
|
2014
Q4 | $1.31M | Buy |
+12,344
| New | +$1.31M | 0.64% | 46 |
|