BW
NEE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Basepoint Wealth's NEE Position: Q1 2026 in Review

Basepoint Wealth reduced its NextEra Energy (NEE) stake by 1.3% in Q1 2026, selling an estimated $14.8K and leaving 12,493 shares worth $1.16M. The position accounts for 0.66% of the portfolio, ranked #22.

Basepoint Wealth first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q1 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Basepoint Wealth held 12,493 shares of NextEra Energy worth $1.16M as of Q1 2026.
  • Basepoint Wealth sold 167 NextEra Energy shares in Q1 2026, an estimated $14.8K.
  • NextEra Energy made up 0.66% of Basepoint Wealth's portfolio in Q1 2026, its #22 holding.
  • Basepoint Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's NextEra Energy position peaked at $1.29M in Q1 2022.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.