Patten & Patten’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
Q1 | $13M | Sell |
139,478
-2,177
| -2% | -$194K | 0.78% | 37 |
|
|
2025
Q4 | $11.4M | Sell |
141,655
-7,470
| -5% | -$619K | 0.67% | 39 |
|
|
2025
Q3 | $11.3M | Sell |
149,125
-6,265
| -4% | -$458K | 0.66% | 39 |
|
|
2025
Q2 | $10.8M | Sell |
155,390
-4,245
| -3% | -$295K | 0.7% | 37 |
|
|
2025
Q1 | $11.3M | Sell |
159,635
-12,307
| -7% | -$869K | 0.76% | 34 |
|
|
2024
Q4 | $12.3M | Sell |
171,942
-9,588
| -5% | -$745K | 0.81% | 37 |
|
|
2024
Q3 | $15.3M | Sell |
181,530
-8,185
| -4% | -$639K | 1.02% | 28 |
|
|
2024
Q2 | $13.4M | Sell |
189,715
-2,419
| -1% | -$172K | 0.94% | 32 |
|
|
2024
Q1 | $12.3M | Buy |
192,134
+4,404
| +2% | +$258K | 0.87% | 34 |
|
|
2023
Q4 | $11.4M | Buy |
187,730
+4,039
| +2% | +$230K | 0.94% | 30 |
|
|
2023
Q3 | $10.5M | Sell |
183,691
-3,466
| -2% | -$240K | 0.92% | 30 |
|
|
2023
Q2 | $13.9M | Buy |
187,157
+51
| +0% | +$3.86K | 1.15% | 23 |
|
|
2023
Q1 | $14.4M | Sell |
187,106
-440
| -0.2% | -$33.8K | 1.27% | 19 |
|
|
2022
Q4 | $15.7M | Sell |
187,546
-3,530
| -2% | -$285K | 1.42% | 15 |
|
|
2022
Q3 | $15M | Sell |
191,076
-7,620
| -4% | -$646K | 1.42% | 15 |
|
|
2022
Q2 | $15.4M | Sell |
198,696
-6,870
| -3% | -$523K | 1.35% | 16 |
|
|
2022
Q1 | $17.4M | Sell |
205,566
-1,642
| -0.8% | -$132K | 1.27% | 18 |
|
|
2021
Q4 | $19.3M | Sell |
207,208
-4,418
| -2% | -$382K | 1.34% | 16 |
|
|
2021
Q3 | $16.6M | Sell |
211,626
-5,978
| -3% | -$482K | 1.26% | 16 |
|
|
2021
Q2 | $15.9M | Buy |
217,604
+27,238
| +14% | +$2.04M | 1.21% | 19 |
|
|
2021
Q1 | $14.4M | Sell |
190,366
-996
| -0.5% | -$77.7K | 1.18% | 20 |
|
|
2020
Q4 | $14.8M | Buy |
191,362
+8,266
| +5% | +$618K | 1.29% | 19 |
|
|
2020
Q3 | $12.7M | Sell |
183,096
-3,180
| -2% | -$220K | 1.27% | 21 |
|
|
2020
Q2 | $11.2M | Buy |
186,276
+160
| +0.1% | +$9.58K | 1.22% | 24 |
|
|
2020
Q1 | $11.2M | Sell |
186,116
-6,824
| -4% | -$429K | 1.48% | 18 |
|
|
2019
Q4 | $11.7M | Sell |
192,940
-2,156
| -1% | -$126K | 1.17% | 25 |
|
|
2019
Q3 | $11.4M | Sell |
195,096
-5,992
| -3% | -$324K | 1.24% | 23 |
|
|
2019
Q2 | $10.3M | Buy |
201,088
+1,660
| +0.8% | +$81.7K | 1.11% | 31 |
|
|
2019
Q1 | $9.64M | Sell |
199,428
-8,004
| -4% | -$366K | 1.06% | 32 |
|
|
2018
Q4 | $9.01M | Sell |
207,432
-2,404
| -1% | -$105K | 1.11% | 29 |
|
|
2018
Q3 | $8.79M | Buy |
209,836
+40
| +0% | +$1.7K | 0.87% | 37 |
|
|
2018
Q2 | $8.76M | Sell |
209,796
-11,460
| -5% | -$463K | 0.9% | 35 |
|
|
2018
Q1 | $9.03M | Sell |
221,256
-5,164
| -2% | -$199K | 0.92% | 34 |
|
|
2017
Q4 | $8.84M | Sell |
226,420
-6,960
| -3% | -$269K | 0.88% | 38 |
|
|
2017
Q3 | $8.55M | Sell |
233,380
-3,632
| -2% | -$133K | 0.9% | 36 |
|
|
2017
Q2 | $8.3M | Buy |
237,012
+6,864
| +3% | +$235K | 0.92% | 33 |
|
|
2017
Q1 | $7.39M | Sell |
230,148
-1,608
| -0.7% | -$50.6K | 0.85% | 36 |
|
|
2016
Q4 | $6.92M | Buy |
231,756
+8,080
| +4% | +$241K | 0.85% | 37 |
|
|
2016
Q3 | $6.84M | Sell |
223,676
-5,728
| -2% | -$180K | 0.88% | 37 |
|
|
2016
Q2 | $7.48M | Sell |
229,404
-212
| -0.1% | -$6.37K | 1.03% | 31 |
|
|
2016
Q1 | $6.79M | Hold |
229,616
| – | – | 0.97% | 32 |
|
|
2015
Q4 | $5.96M | Sell |
229,616
-37,688
| -14% | -$954K | 0.82% | 44 |
|
|
2015
Q3 | $6.52M | Sell |
267,304
-440
| -0.2% | -$11.2K | 0.99% | 36 |
|
|
2015
Q2 | $6.56M | Sell |
267,744
-15,280
| -5% | -$388K | 0.95% | 40 |
|
|
2015
Q1 | $7.36M | Buy |
283,024
+3,540
| +1% | +$93.4K | 1.06% | 36 |
|
|
2014
Q4 | $7.43M | Buy |
279,484
+4,448
| +2% | +$112K | 1.12% | 33 |
|
|
2014
Q3 | $6.46M | Sell |
275,036
-136
| -0% | -$3.28K | 1.03% | 34 |
|
|
2014
Q2 | $7.05M | Sell |
275,172
-68,740
| -20% | -$1.67M | 1.15% | 31 |
|
|
2014
Q1 | $8.22M | Sell |
343,912
-7,236
| -2% | -$164K | 1.11% | 32 |
|
|
2013
Q4 | $7.52M | Sell |
351,148
-9,816
| -3% | -$207K | 1.05% | 32 |
|
|
2013
Q3 | $7.23M | Sell |
360,964
-49,304
| -12% | -$1.02M | 1.12% | 30 |
|
|
2013
Q2 | $8.36M | Buy |
+410,268
| New | +$8.14M | 1.37% | 26 |
|
Other funds holding NEE
VCM
VPM
Patten & Patten's NEE Position: Q1 2026 in Review
Patten & Patten reduced its NextEra Energy (NEE) stake by 1.5% in Q1 2026, selling an estimated $194K and leaving 139,478 shares worth $13M. The position accounts for 0.78% of the portfolio, ranked #37.
Patten & Patten first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.3M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Patten & Patten held 139,478 shares of NextEra Energy worth $13M as of Q1 2026.
- Patten & Patten sold 2,177 NextEra Energy shares in Q1 2026, an estimated $194K.
- NextEra Energy made up 0.78% of Patten & Patten's portfolio in Q1 2026, its #37 holding.
- Patten & Patten first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Patten & Patten's NextEra Energy position peaked at $19.3M in Q4 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.