Patton Fund Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Buy |
+3,332
| New | +$231K | 0.05% | 307 |
|
2024
Q2 | – | Sell |
-3,627
| Closed | -$232K | – | 116 |
|
2024
Q1 | $232K | Buy |
+3,627
| New | +$232K | 0.04% | 89 |
|
2021
Q1 | – | Sell |
-21,926
| Closed | -$1.69M | – | 109 |
|
2020
Q4 | $1.69M | Sell |
21,926
-5,078
| -19% | -$392K | 0.85% | 41 |
|
2020
Q3 | $1.87M | Sell |
27,004
-1,884
| -7% | -$131K | 1.02% | 23 |
|
2020
Q2 | $1.74M | Sell |
28,888
-7,268
| -20% | -$437K | 1.01% | 25 |
|
2020
Q1 | $2.18M | Sell |
36,156
-37,376
| -51% | -$2.25M | 1.34% | 13 |
|
2019
Q4 | $4.45M | Buy |
+73,532
| New | +$4.45M | 1.55% | 9 |
|