Nextera Energy shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 4.3k | 75.49 |
| 2025-06-30 | $324k | 4.7k | 69.41 |
| 2025-03-31 | $335k | 4.7k | 70.89 |
| 2024-12-31 | $333k | 4.6k | 71.69 |
| 2024-09-30 | $386k | 4.6k | 84.53 |
| 2024-06-30 | $321k | 4.5k | 70.81 |
| 2024-03-31 | $297k | 4.7k | 63.91 |
| 2023-12-31 | $281k | 4.6k | 60.74 |
| 2023-09-30 | $337k | 5.9k | 57.29 |
| 2023-06-30 | $467k | 6.3k | 74.20 |
| 2023-03-31 | $628k | 8.1k | 77.08 |
| 2022-12-31 | $601k | 7.2k | 83.60 |
| 2022-09-30 | $464k | 5.9k | 78.34 |
| 2022-06-30 | $488k | 6.3k | 77.52 |
| 2022-03-31 | $564k | 6.7k | 84.67 |
| 2021-12-31 | $753k | 8.1k | 93.32 |
| 2021-09-30 | $744k | 9.5k | 78.49 |
| 2021-06-30 | $651k | 8.9k | 73.25 |
| 2021-03-31 | $623k | 8.2k | 75.59 |
| 2020-12-31 | $628k | 8.1k | 77.11 |
| 2020-09-30 | $377k | 1.4k | 277.21 |
| 2020-06-30 | $313k | 1.3k | 239.85 |
| 2020-03-31 | $348k | 1.4k | 240.50 |
| 2019-12-31 | $205k | 846 | 242.32 |
| 2019-09-30 | $447k | 1.9k | 232.81 |
| 2019-06-30 | $380k | 1.8k | 207.88 |
| 2019-03-31 | $111k | 576 | 192.71 |
| 2018-12-31 | $46k | 266 | 172.93 |
| 2018-03-31 | $1.0k | 6 | 166.67 |
| 2017-12-31 | $1.0k | 6 | 166.67 |
| 2017-09-30 | $1.0k | 6 | 166.67 |
| 2017-06-30 | $1.0k | 6 | 166.67 |
| 2017-03-31 | $1.0k | 6 | 166.67 |
| 2016-12-31 | $1.0k | 6 | 166.67 |
More positions owned by Patriot Financial Group Insurance Agency
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