PP
Patten & Patten’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
155,390
-4,245
| -3% | -$295K | 0.7% | 37 |
|
|
2025
Q1 | $11.3M | Sell |
159,635
-12,307
| -7% | -$872K | 0.76% | 34 |
|
|
2024
Q4 | $12.3M | Sell |
171,942
-9,588
| -5% | -$687K | 0.81% | 37 |
|
|
2024
Q3 | $15.3M | Sell |
181,530
-8,185
| -4% | -$692K | 1.02% | 28 |
|
|
2024
Q2 | $13.4M | Sell |
189,715
-2,419
| -1% | -$171K | 0.94% | 32 |
|
|
2024
Q1 | $12.3M | Buy |
192,134
+4,404
| +2% | +$281K | 0.87% | 34 |
|
|
2023
Q4 | $11.4M | Buy |
187,730
+4,039
| +2% | +$245K | 0.94% | 30 |
|
|
2023
Q3 | $10.5M | Sell |
183,691
-3,466
| -2% | -$199K | 0.92% | 30 |
|
|
2023
Q2 | $13.9M | Buy |
187,157
+51
| +0% | +$3.78K | 1.15% | 23 |
|
|
2023
Q1 | $14.4M | Sell |
187,106
-440
| -0.2% | -$33.9K | 1.27% | 19 |
|
|
2022
Q4 | $15.7M | Sell |
187,546
-3,530
| -2% | -$295K | 1.42% | 15 |
|
|
2022
Q3 | $15M | Sell |
191,076
-7,620
| -4% | -$597K | 1.42% | 15 |
|
|
2022
Q2 | $15.4M | Sell |
198,696
-6,870
| -3% | -$532K | 1.35% | 16 |
|
|
2022
Q1 | $17.4M | Sell |
205,566
-1,642
| -0.8% | -$139K | 1.27% | 18 |
|
|
2021
Q4 | $19.3M | Sell |
207,208
-4,418
| -2% | -$412K | 1.34% | 16 |
|
|
2021
Q3 | $16.6M | Sell |
211,626
-5,978
| -3% | -$469K | 1.26% | 16 |
|
|
2021
Q2 | $15.9M | Buy |
217,604
+27,238
| +14% | +$2M | 1.21% | 19 |
|
|
2021
Q1 | $14.4M | Sell |
190,366
-996
| -0.5% | -$75.3K | 1.18% | 20 |
|
|
2020
Q4 | $14.8M | Buy |
191,362
+145,588
| +318% | +$11.2M | 1.29% | 19 |
|
|
2020
Q3 | $12.7M | Sell |
45,774
-795
| -2% | -$221K | 1.27% | 21 |
|
|
2020
Q2 | $11.2M | Buy |
46,569
+40
| +0.1% | +$9.61K | 1.22% | 24 |
|
|
2020
Q1 | $11.2M | Sell |
46,529
-1,706
| -4% | -$411K | 1.48% | 18 |
|
|
2019
Q4 | $11.7M | Sell |
48,235
-539
| -1% | -$131K | 1.17% | 25 |
|
|
2019
Q3 | $11.4M | Sell |
48,774
-1,498
| -3% | -$349K | 1.24% | 23 |
|
|
2019
Q2 | $10.3M | Buy |
50,272
+415
| +0.8% | +$85K | 1.11% | 31 |
|
|
2019
Q1 | $9.64M | Sell |
49,857
-2,001
| -4% | -$387K | 1.06% | 32 |
|
|
2018
Q4 | $9.01M | Sell |
51,858
-601
| -1% | -$104K | 1.11% | 29 |
|
|
2018
Q3 | $8.79M | Buy |
52,459
+10
| +0% | +$1.68K | 0.87% | 37 |
|
|
2018
Q2 | $8.76M | Sell |
52,449
-2,865
| -5% | -$479K | 0.9% | 35 |
|
|
2018
Q1 | $9.03M | Sell |
55,314
-1,291
| -2% | -$211K | 0.92% | 34 |
|
|
2017
Q4 | $8.84M | Sell |
56,605
-1,740
| -3% | -$272K | 0.88% | 38 |
|
|
2017
Q3 | $8.55M | Sell |
58,345
-908
| -2% | -$133K | 0.9% | 36 |
|
|
2017
Q2 | $8.3M | Buy |
59,253
+1,716
| +3% | +$240K | 0.92% | 33 |
|
|
2017
Q1 | $7.39M | Sell |
57,537
-402
| -0.7% | -$51.6K | 0.85% | 36 |
|
|
2016
Q4 | $6.92M | Buy |
57,939
+2,020
| +4% | +$241K | 0.85% | 37 |
|
|
2016
Q3 | $6.84M | Sell |
55,919
-1,432
| -2% | -$175K | 0.88% | 37 |
|
|
2016
Q2 | $7.48M | Sell |
57,351
-53
| -0.1% | -$6.91K | 1.03% | 31 |
|
|
2016
Q1 | $6.79M | Hold |
57,404
| – | – | 0.97% | 32 |
|
|
2015
Q4 | $5.96M | Sell |
57,404
-9,422
| -14% | -$979K | 0.82% | 44 |
|
|
2015
Q3 | $6.52M | Sell |
66,826
-110
| -0.2% | -$10.7K | 0.99% | 36 |
|
|
2015
Q2 | $6.56M | Sell |
66,936
-3,820
| -5% | -$374K | 0.95% | 40 |
|
|
2015
Q1 | $7.36M | Buy |
70,756
+885
| +1% | +$92.1K | 1.06% | 36 |
|
|
2014
Q4 | $7.43M | Buy |
69,871
+1,112
| +2% | +$118K | 1.12% | 33 |
|
|
2014
Q3 | $6.46M | Sell |
68,759
-34
| -0% | -$3.19K | 1.03% | 34 |
|
|
2014
Q2 | $7.05M | Sell |
68,793
-17,185
| -20% | -$1.76M | 1.15% | 31 |
|
|
2014
Q1 | $8.22M | Sell |
85,978
-1,809
| -2% | -$173K | 1.11% | 32 |
|
|
2013
Q4 | $7.52M | Sell |
87,787
-2,454
| -3% | -$210K | 1.05% | 32 |
|
|
2013
Q3 | $7.23M | Sell |
90,241
-12,326
| -12% | -$988K | 1.12% | 30 |
|
|
2013
Q2 | $8.36M | Buy |
+102,567
| New | +$8.36M | 1.37% | 26 |
|