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 Q2	$14.3K	Buy	166 +5	+3%	+$452	﹤0.01%	183
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DecisionPoint Financial's NEE Position: Q2 2026 in Review

DecisionPoint Financial increased its NextEra Energy (NEE) stake by 3.1% in Q2 2026, buying an estimated $452 and bringing the position to 166 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

DecisionPoint Financial first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. The position peaked at $25.3K in Q1 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

DecisionPoint Financial held 166 shares of NextEra Energy worth $14.3K as of Q2 2026.
DecisionPoint Financial bought 5 NextEra Energy shares in Q2 2026, an estimated $452.
NextEra Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #183 holding.
DecisionPoint Financial first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
DecisionPoint Financial's NextEra Energy position peaked at $25.3K in Q1 2023.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.