Centerpoint Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $396K | Hold |
4,267
| – | – | 0.13% | 60 |
|
|
2025
Q4 | $343K | Sell |
4,267
-34
| -0.8% | -$2.82K | 0.11% | 70 |
|
|
2025
Q3 | $325K | Buy |
4,301
+131
| +3% | +$9.57K | 0.1% | 70 |
|
|
2025
Q2 | $289K | Buy |
4,170
+34
| +0.8% | +$2.36K | 0.1% | 72 |
|
|
2025
Q1 | $293K | Hold |
4,136
| – | – | 0.11% | 70 |
|
|
2024
Q4 | $297K | Hold |
4,136
| – | – | 0.1% | 72 |
|
|
2024
Q3 | $350K | Hold |
4,136
| – | – | 0.12% | 63 |
|
|
2024
Q2 | $293K | Hold |
4,136
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $264K | Hold |
4,136
| – | – | 0.1% | 77 |
|
|
2023
Q4 | $251K | Sell |
4,136
-802
| -16% | -$45.7K | 0.1% | 74 |
|
|
2023
Q3 | $283K | Hold |
4,938
| – | – | 0.12% | 73 |
|
|
2023
Q2 | $366K | Sell |
4,938
-452
| -8% | -$34.2K | 0.15% | 61 |
|
|
2023
Q1 | $415K | Buy |
5,390
+609
| +13% | +$46.8K | 0.18% | 52 |
|
|
2022
Q4 | $400K | Buy |
4,781
+645
| +16% | +$52.1K | 0.19% | 53 |
|
|
2022
Q3 | $324K | Hold |
4,136
| – | – | 0.17% | 57 |
|
|
2022
Q2 | $320K | Hold |
4,136
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $350K | Hold |
4,136
| – | – | 0.16% | 57 |
|
|
2021
Q4 | $386K | Hold |
4,136
| – | – | 0.17% | 56 |
|
|
2021
Q3 | $325K | Hold |
4,136
| – | – | 0.16% | 62 |
|
|
2021
Q2 | $303K | Buy |
4,136
+4,000
| +2,941% | +$300K | 0.14% | 66 |
|
|
2021
Q1 | $10K | Hold |
136
| – | – | 0.01% | 173 |
|
|
2020
Q4 | $10K | Hold |
136
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $9K | Hold |
136
| – | – | 0.01% | 150 |
|
|
2020
Q2 | $8K | Hold |
136
| – | – | 0.01% | 167 |
|
|
2020
Q1 | $8K | Sell |
136
-1,620
| -92% | -$102K | 0.01% | 156 |
|
|
2019
Q4 | $106K | Sell |
1,756
-140
| -7% | -$8.17K | 0.08% | 66 |
|
|
2019
Q3 | $110K | Hold |
1,896
| – | – | 0.09% | 62 |
|
|
2019
Q2 | $97K | Hold |
1,896
| – | – | 0.08% | 68 |
|
|
2019
Q1 | $92K | Hold |
1,896
| – | – | 0.08% | 65 |
|
|
2018
Q4 | $82K | Sell |
1,896
-7,920
| -81% | -$346K | 0.08% | 72 |
|
|
2018
Q3 | $411K | Hold |
9,816
| – | – | 0.33% | 24 |
|
|
2018
Q2 | $410K | Buy |
9,816
+88
| +0.9% | +$3.55K | 0.34% | 21 |
|
|
2018
Q1 | $397K | Buy |
+9,728
| New | +$375K | 0.35% | 21 |
|
Other funds holding NEE
VCM
VPM
Centerpoint Advisors's NEE Position: Q1 2026 in Review
Centerpoint Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 4,267 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #60.
Centerpoint Advisors first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. The position peaked at $415K in Q1 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Centerpoint Advisors held 4,267 shares of NextEra Energy worth $396K as of Q1 2026.
- Centerpoint Advisors left its NextEra Energy share count unchanged in Q1 2026.
- NextEra Energy made up 0.13% of Centerpoint Advisors's portfolio in Q1 2026, its #60 holding.
- Centerpoint Advisors first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
- Centerpoint Advisors's NextEra Energy position peaked at $415K in Q1 2023.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.