Fort Point Capital Partners’s NextEra Energy NEE Stock Holding History

Fort Point Capital Partners’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	–	Sell	-2,625	Closed	-$216K	–	234
2025 Q4	$216K	Buy	+2,625	New	+$217K	0.02%	220
2023 Q1	–	Sell	-2,554	Closed	-$214K	–	289
2022 Q4	$214K	Sell	2,554 -1,170	-31%	-$94.5K	0.03%	250
2022 Q3	$292K	Buy	3,724 +74	+2%	+$6.28K	0.05%	212
2022 Q2	$283K	Sell	3,650 -80	-2%	-$6.09K	0.05%	228
2022 Q1	$316K	Sell	3,730 -883	-19%	-$70.8K	0.04%	228
2021 Q4	$431K	Buy	4,613 +103	+2%	+$8.9K	0.06%	182
2021 Q3	$354K	Buy	+4,510	New	+$364K	0.05%	179

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fort Point Capital Partners's NEE Position: Q1 2026 in Review

Fort Point Capital Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,625 shares — an estimated $216K sold.

Fort Point Capital Partners first reported a position in NEE in Q3 2021 and held it in 7 quarters. The position peaked at $431K in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fort Point Capital Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Fort Point Capital Partners sold 2,625 NextEra Energy shares in Q1 2026, an estimated $216K.
Fort Point Capital Partners first reported a position in NextEra Energy in Q3 2021 and held it in 7 quarters.
Fort Point Capital Partners's NextEra Energy position peaked at $431K in Q4 2021.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.