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Basepoint Wealth’s NextEra Energy NEE Stock Holding History

Basepoint Wealth’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
2026
Q2 		$965K Sell
10,995
-1,498
-12% -$136K 0.55% 36
2026
Q1 		$1.16M Sell
12,493
-167
-1% -$14.8K 0.66% 22
2025
Q4 		$1.02M Buy
12,660
+44
+0.3% +$3.64K 0.62% 23
2025
Q3 		$952K Buy
12,616
+52
+0.4% +$3.8K 0.67% 24
2025
Q2 		$872K Sell
12,564
-26
-0.2% -$1.81K 0.67% 27
2025
Q1 		$892K Buy
12,590
+92
+0.7% +$6.49K 0.7% 25
2024
Q4 		$896K Buy
12,498
+65
+0.5% +$5.05K 0.71% 30
2024
Q3 		$1.05M Sell
12,433
-246
-2% -$19.2K 0.77% 26
2024
Q2 		$898K Buy
12,679
+50
+0.4% +$3.55K 0.71% 28
2024
Q1 		$807K Sell
12,629
-73
-0.6% -$4.28K 0.61% 41
2023
Q4 		$772K Buy
12,702
+245
+2% +$14K 0.62% 41
2023
Q3 		$714K Buy
12,457
+172
+1% +$11.9K 0.58% 42
2023
Q2 		$912K Buy
12,285
+152
+1% +$11.5K 0.75% 35
2023
Q1 		$935K Sell
12,133
-596
-5% -$45.8K 0.78% 32
2022
Q4 		$1.06M Buy
12,729
+26
+0.2% +$2.1K 0.94% 21
2022
Q3 		$996K Sell
12,703
-553
-4% -$46.9K 1.06% 18
2022
Q2 		$1.03M Sell
13,256
-1,978
-13% -$151K 1.07% 17
2022
Q1 		$1.29M Buy
15,234
+1,684
+12% +$135K 1.19% 16
2021
Q4 		$1.27M Buy
+13,550
New +$1.17M 1.24% 17

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Basepoint Wealth's NEE Position: Q2 2026 in Review

Basepoint Wealth reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $136K and leaving 10,995 shares worth $965K. The position accounts for 0.55% of the portfolio, ranked #36.

Basepoint Wealth first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q1 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Basepoint Wealth held 10,995 shares of NextEra Energy worth $965K as of Q2 2026.
  • Basepoint Wealth sold 1,498 NextEra Energy shares in Q2 2026, an estimated $136K.
  • NextEra Energy made up 0.55% of Basepoint Wealth's portfolio in Q2 2026, its #36 holding.
  • Basepoint Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's NextEra Energy position peaked at $1.29M in Q1 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.