Patriot Financial Group Insurance Agency, LLC Nextera Energy Inc Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,563 shares of NEE stock, worth $332,688. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,563

Previous 4,533 0.66%

Holding current value

$332,688

Previous $320,000 20.31%

% of portfolio

0.05%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$69.9 - $84.97 $2,097 - $2,549	30 Added 0.66%	4,563 $385,000
Q2 2024 Jul 26, 2024	SELL	$61.7 - $80.02 $7,404 - $9,602	-120 Reduced 2.58%	4,533 $320,000
Q1 2024 Apr 30, 2024	BUY	$54.97 - $63.91 $1,154 - $1,342	21 Added 0.45%	4,653 $297,000
Q4 2023 Jan 19, 2024	SELL	$49.32 - $62.78 $61,502 - $78,286	-1,247 Reduced 21.21%	4,632 $281,000
Q3 2023 Oct 19, 2023	SELL	$57.08 - $75.9 $23,916 - $31,802	-419 Reduced 6.65%	5,879 $336,000
Q2 2023 Jul 17, 2023	SELL	$72.69 - $79.04 $134,040 - $145,749	-1,844 Reduced 22.65%	6,298 $467,000
Q1 2023 Apr 20, 2023	BUY	$69.87 - $85.74 $66,586 - $81,710	953 Added 13.26%	8,142 $627,000
Q4 2022 Jan 17, 2023	BUY	$70.64 - $87.15 $89,430 - $110,331	1,266 Added 21.37%	7,189 $0
Q3 2022 Oct 31, 2022	SELL	$54.18 - $90.81 $20,154 - $33,781	-372 Reduced 5.91%	5,923 $464,000
Q2 2022 Jul 29, 2022	SELL	$68.51 - $87.08 $25,074 - $31,871	-366 Reduced 5.49%	6,295 $488,000
Q1 2022 May 11, 2022	SELL	$72.32 - $91.66 $101,826 - $129,057	-1,408 Reduced 17.45%	6,661 $564,000
Q4 2021 Jan 10, 2022	SELL	$77.83 - $93.36 $109,740 - $131,637	-1,410 Reduced 14.87%	8,069 $753,000
Q3 2021 Nov 24, 2021	BUY	$74.19 - $86.48 $43,920 - $51,196	592 Added 6.66%	9,479 $744,000
Q2 2021 Jul 30, 2021	BUY	$71.54 - $80.94 $46,143 - $52,206	645 Added 7.83%	8,887 $651,000
Q1 2021 Apr 29, 2021	BUY	$70.7 - $86.87 $6,928 - $8,513	98 Added 1.2%	8,242 $623,000
Q4 2020 Jan 15, 2021	BUY	$70.29 - $77.75 $476,847 - $527,456	6,784 Added 498.82%	8,144 $628,000
Q3 2020 Oct 21, 2020	BUY	$61.56 - $73.93 $3,385 - $4,066	55 Added 4.21%	1,360 $377,000
Q2 2020 Jul 10, 2020	SELL	$54.56 - $65.12 $7,747 - $9,247	-142 Reduced 9.81%	1,305 $313,000
Q1 2020 Apr 15, 2020	BUY	$45.42 - $70.56 $27,297 - $42,406	601 Added 71.04%	1,447 $348,000
Q4 2019 Jan 22, 2020	SELL	$55.52 - $60.68 $59,628 - $65,170	-1,074 Reduced 55.94%	846 $205,000
Q3 2019 Oct 25, 2019	BUY	$51.01 - $58.25 $4,692 - $5,359	92 Added 5.03%	1,920 $447,000
Q2 2019 Aug 07, 2019	BUY	$46.97 - $52.05 $58,806 - $65,166	1,252 Added 217.36%	1,828 $380,000
Q1 2019 Apr 29, 2019	BUY	$42.35 - $48.75 $13,128 - $15,112	310 Added 116.54%	576 $111,000
Q4 2018 Feb 04, 2019	BUY	$41.75 - $45.74 $11,105 - $12,166	266 New	266 $46,000
Q2 2018 Aug 14, 2018	SELL	$38.85 - $42.02 $233 - $252	-6 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	6	6 $1,000

Others Institutions Holding NEE

# of Institutions

2,949

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

View Full List

About NEXTERA ENERGY INC

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $143B
Description
NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, coal, and natural gas facilities. It also develops, constructs, and operates long-term contracted assets that consists of c...

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Patriot Financial Group Insurance Agency, LLC Nextera Energy Inc Transaction History