Fort Point Capital Partners’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
Sell
2025
Q4
$216K Buy
2023
Q1
Sell
2022
Q4
$214K Sell
2022
Q3
$292K Buy
2022
Q2
$283K Sell
2022
Q1
$316K Sell
2021
Q4
$431K Buy
2021
Q3
$354K Buy