Patten Group’s NextEra Energy NEE Stock Holding History

Patten 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
2026 Q1	$2.88M	Sell	31,047 -268	-0.9%	-$23.8K	0.5%	56
2025 Q4	$2.51M	Buy	31,315 +437	+1%	+$36.2K	0.46%	59
2025 Q3	$2.33M	Buy	30,878 +611	+2%	+$44.6K	0.45%	60
2025 Q2	$2.1M	Buy	30,267 +245	+0.8%	+$17K	0.44%	65
2025 Q1	$2.13M	Sell	30,022 -460	-2%	-$32.5K	0.49%	56
2024 Q4	$2.19M	Sell	30,482 -1,728	-5%	-$134K	0.48%	55
2024 Q3	$2.72M	Sell	32,210 -870	-3%	-$67.9K	0.6%	44
2024 Q2	$2.34M	Sell	33,080 -830	-2%	-$58.9K	0.55%	49
2024 Q1	$2.17M	Sell	33,910 -2,919	-8%	-$171K	0.53%	51
2023 Q4	$2.24M	Sell	36,829 -883	-2%	-$50.3K	0.61%	45
2023 Q3	$2.16M	Sell	37,712 -1,171	-3%	-$81.1K	0.65%	41
2023 Q2	$2.89M	Buy	38,883 +840	+2%	+$63.6K	0.43%	30
2023 Q1	$2.93M	Sell	38,043 -258	-0.7%	-$19.8K	0.88%	27
2022 Q4	$3.2M	Buy	38,301 +553	+1%	+$44.7K	1.01%	23
2022 Q3	$2.9M	Sell	37,748 -194	-0.5%	-$16.5K	0.99%	21
2022 Q2	$3.05M	Sell	37,942 -317	-0.8%	-$24.1K	0.98%	19
2022 Q1	$3.24M	Buy	38,259 +102	+0.3%	+$8.17K	0.91%	23
2021 Q4	$3.56M	Buy	38,157 +2,679	+8%	+$232K	0.94%	17
2021 Q3	$2.79M	Buy	35,478 +9	+0%	+$726	0.82%	27
2021 Q2	$2.6M	Sell	35,469 -342	-1%	-$25.7K	0.76%	31
2021 Q1	$2.71M	Buy	35,811 +416	+1%	+$32.5K	0.87%	25
2020 Q4	$2.73M	Buy	35,395 +175	+0.5%	+$13.1K	0.74%	27
2020 Q3	$2.44M	Buy	35,220 +4	+0%	+$276	0.95%	23
2020 Q2	$2.11M	Sell	35,216 -592	-2%	-$35.4K	0.91%	23
2020 Q1	$2.15M	Sell	35,808 -2,012	-5%	-$126K	1.11%	16
2019 Q4	$2.29M	Sell	37,820 -916	-2%	-$53.5K	0.85%	31
2019 Q3	$2.26M	Buy	38,736 +4,888	+14%	+$265K	0.92%	28
2019 Q2	$1.73M	Buy	33,848 +80	+0.2%	+$3.94K	0.71%	44
2019 Q1	$1.63M	Buy	33,768 +344	+1%	+$15.7K	0.7%	44
2018 Q4	$1.45M	Sell	33,424 -484	-1%	-$21.2K	0.69%	41
2018 Q3	$1.42M	Buy	33,908 +12	+0%	+$511	0.54%	49
2018 Q2	$1.42M	Sell	33,896 -184	-0.5%	-$7.43K	0.57%	49
2018 Q1	$1.39M	Sell	34,080 -1,384	-4%	-$53.4K	0.57%	53
2017 Q4	$1.39M	Sell	35,464 -724	-2%	-$28K	0.55%	56
2017 Q3	$1.33M	Buy	36,188 +612	+2%	+$22.4K	0.54%	58
2017 Q2	$1.3M	Sell	35,576 -484	-1%	-$16.5K	0.53%	55
2017 Q1	$1.16M	Sell	36,060 -384	-1%	-$12.1K	0.5%	57
2016 Q4	$1.11M	Sell	36,444 -1,476	-4%	-$44.1K	0.5%	60
2016 Q3	$1.18M	Sell	37,920 -3,232	-8%	-$102K	0.55%	54
2016 Q2	$1.34M	Sell	41,152 -852	-2%	-$25.6K	0.63%	45
2016 Q1	$1.24M	Sell	42,004 -3,644	-8%	-$102K	0.59%	51
2015 Q4	$1.19M	Sell	45,648 -3,592	-7%	-$90.9K	0.57%	48
2015 Q3	$1.2M	Buy	49,240 +792	+2%	+$20.1K	0.62%	42
2015 Q2	$1.19M	Sell	48,448 -500	-1%	-$12.7K	0.56%	47
2015 Q1	$1.27M	Sell	48,948 -428	-0.9%	-$11.3K	0.65%	46
2014 Q4	$1.31M	Buy	+49,376	New	+$1.25M	0.64%	46

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patten Group's NEE Position: Q1 2026 in Review

Patten Group reduced its NextEra Energy (NEE) stake by 0.86% in Q1 2026, selling an estimated $23.8K and leaving 31,047 shares worth $2.88M. The position accounts for 0.5% of the portfolio, ranked #56.

Patten Group first reported a position in NEE in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.56M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Patten Group held 31,047 shares of NextEra Energy worth $2.88M as of Q1 2026.
Patten Group sold 268 NextEra Energy shares in Q1 2026, an estimated $23.8K.
NextEra Energy made up 0.5% of Patten Group's portfolio in Q1 2026, its #56 holding.
Patten Group first reported a position in NextEra Energy in Q4 2014 and has held it in 46 quarters since.
Patten Group's NextEra Energy position peaked at $3.56M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.