DecisionPoint Financial’s NextEra Energy NEE Stock Holding History

DecisionPoint Financial’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	$15K	Hold	161	–	–	﹤0.01%	159
2025 Q4	$12.9K	Buy	161 +150	+1,364%	+$12.4K	﹤0.01%	175
2025 Q3	$866	Hold	11	–	–	﹤0.01%	361
2025 Q2	$804	Buy	+11	New	+$764	﹤0.01%	353
2024 Q2	–	Sell	-208	Closed	-$13.7K	–	266
2024 Q1	$13.7K	Hold	208	–	–	0.01%	145
2023 Q4	$12.6K	Sell	208 -78	-27%	-$4.45K	0.01%	122
2023 Q3	$16.4K	Hold	286	–	–	0.01%	104
2023 Q2	$21.2K	Sell	286 -42	-13%	-$3.18K	0.01%	96
2023 Q1	$25.3K	Buy	328 +42	+15%	+$3.23K	0.01%	84
2022 Q4	$23.9K	Buy	+286	New	+$23.1K	0.01%	80

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DecisionPoint Financial's NEE Position: Q1 2026 in Review

DecisionPoint Financial held its NextEra Energy (NEE) position steady in Q1 2026 at 161 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

DecisionPoint Financial first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. The position peaked at $25.3K in Q1 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

DecisionPoint Financial held 161 shares of NextEra Energy worth $15K as of Q1 2026.
DecisionPoint Financial left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #159 holding.
DecisionPoint Financial first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
DecisionPoint Financial's NextEra Energy position peaked at $25.3K in Q1 2023.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.