Patton Albertson Miller Group’s NextEra Energy NEE Stock Holding History

Patton Albertson Miller 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
2022 Q1	–	Sell	-4,096	Closed	-$382K	–	253
2021 Q4	$382K	Hold	4,096	–	–	0.06%	194
2021 Q3	$322K	Sell	4,096 -193	-4%	-$15.6K	0.06%	203
2021 Q2	$314K	Buy	4,289 +1	+0%	+$75	0.07%	176
2021 Q1	$324K	Sell	4,288 -140	-3%	-$10.9K	0.08%	170
2020 Q4	$360K	Sell	4,428 -284	-6%	-$21.2K	0.09%	167
2020 Q3	$327K	Sell	4,712 -648	-12%	-$44.7K	0.09%	171
2020 Q2	$322K	Hold	5,360	–	–	0.09%	169
2020 Q1	$322K	Sell	5,360 -4,024	-43%	-$253K	0.11%	166
2019 Q4	$568K	Hold	9,384	–	–	0.15%	146
2019 Q3	$547K	Buy	9,384 +364	+4%	+$19.7K	0.16%	144
2019 Q2	$488K	Buy	+9,020	New	+$444K	0.14%	155
2018 Q4	–	Sell	-1,020	Closed	-$45K	–	219
2018 Q3	$45K	Buy	+1,020	New	+$43.4K	0.02%	183

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patton Albertson Miller Group's NEE Position: Q1 2022 in Review

Patton Albertson Miller Group sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 4,096 shares — an estimated $382K sold.

Patton Albertson Miller Group first reported a position in NEE in Q3 2018 and held it in 12 quarters. The position peaked at $568K in Q4 2019. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Patton Albertson Miller Group reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 4,096 NextEra Energy shares in Q1 2022, an estimated $382K.
Patton Albertson Miller Group first reported a position in NextEra Energy in Q3 2018 and held it in 12 quarters.
Patton Albertson Miller Group's NextEra Energy position peaked at $568K in Q4 2019.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Patton Albertson Miller Group's 13F filing for Q1 2022, filed 2 May 2022.