Garrison Point 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
Q2 | $2.41M | Sell |
27,444
-573
| -2% | -$51.8K | 0.98% | 25 |
|
|
2026
Q1 | $2.6M | Sell |
28,017
-250
| -0.9% | -$22.2K | 1.19% | 20 |
|
|
2025
Q4 | $2.27M | Buy |
28,267
+109
| +0.4% | +$9.03K | 1% | 23 |
|
|
2025
Q3 | $2.13M | Sell |
28,158
-95
| -0.3% | -$6.94K | 0.89% | 25 |
|
|
2025
Q2 | $1.96M | Sell |
28,253
-525
| -2% | -$36.5K | 0.9% | 28 |
|
|
2025
Q1 | $2.04M | Sell |
28,778
-520
| -2% | -$36.7K | 0.99% | 21 |
|
|
2024
Q4 | $2.1M | Buy |
29,298
+20
| +0.1% | +$1.55K | 1% | 22 |
|
|
2024
Q3 | $2.47M | Sell |
29,278
-200
| -0.7% | -$15.6K | 1.53% | 14 |
|
|
2024
Q2 | $2.09M | Sell |
29,478
-1,198
| -4% | -$85K | 1.38% | 16 |
|
|
2024
Q1 | $1.96M | Sell |
30,676
-60
| -0.2% | -$3.52K | 1.26% | 18 |
|
|
2023
Q4 | $1.87M | Sell |
30,736
-260
| -0.8% | -$14.8K | 1.32% | 18 |
|
|
2023
Q3 | $1.78M | Sell |
30,996
-100
| -0.3% | -$6.92K | 1.37% | 18 |
|
|
2023
Q2 | $2.31M | Sell |
31,096
-168
| -0.5% | -$12.7K | 1.66% | 13 |
|
|
2023
Q1 | $2.41M | Sell |
31,264
-40
| -0.1% | -$3.08K | 1.81% | 10 |
|
|
2022
Q4 | $2.62M | Sell |
31,304
-260
| -0.8% | -$21K | 2.14% | 7 |
|
|
2022
Q3 | $2.48M | Sell |
31,564
-400
| -1% | -$33.9K | 2.21% | 5 |
|
|
2022
Q2 | $2.48M | Hold |
31,964
| – | – | 2.06% | 5 |
|
|
2022
Q1 | $2.71M | Hold |
31,964
| – | – | 1.89% | 10 |
|
|
2021
Q4 | $2.98M | Buy |
31,964
+2,050
| +7% | +$177K | 1.98% | 8 |
|
|
2021
Q3 | $2.35M | Buy |
29,914
+265
| +0.9% | +$21.4K | 1.71% | 13 |
|
|
2021
Q2 | $2.17M | Sell |
29,649
-115
| -0.4% | -$8.63K | 1.57% | 14 |
|
|
2021
Q1 | $2.25M | Sell |
29,764
-95
| -0.3% | -$7.41K | 1.75% | 11 |
|
|
2020
Q4 | $2.3M | Buy |
29,859
+375
| +1% | +$28.1K | 1.85% | 9 |
|
|
2020
Q3 | $2.05M | Sell |
29,484
-252
| -0.8% | -$17.4K | 1.86% | 12 |
|
|
2020
Q2 | $1.78M | Sell |
29,736
-60
| -0.2% | -$3.59K | 1.77% | 12 |
|
|
2020
Q1 | $1.79M | Sell |
29,796
-460
| -2% | -$28.9K | 2.19% | 8 |
|
|
2019
Q4 | $1.83M | Buy |
30,256
+560
| +2% | +$32.7K | 1.68% | 12 |
|
|
2019
Q3 | $1.73M | Buy |
29,696
+460
| +2% | +$24.9K | 1.71% | 11 |
|
|
2019
Q2 | $1.5M | Sell |
29,236
-840
| -3% | -$41.3K | 1.5% | 17 |
|
|
2019
Q1 | $1.45M | Buy |
30,076
+208
| +0.7% | +$9.51K | 1.52% | 18 |
|
|
2018
Q4 | $1.3M | Buy |
+29,868
| New | +$1.31M | 1.6% | 15 |
|
Other funds holding NEE
Garrison Point Advisors's NEE Position: Q2 2026 in Review
Garrison Point Advisors reduced its NextEra Energy (NEE) stake by 2% in Q2 2026, selling an estimated $51.8K and leaving 27,444 shares worth $2.41M. The position accounts for 0.98% of the portfolio, ranked #25.
Garrison Point Advisors first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.98M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Garrison Point Advisors held 27,444 shares of NextEra Energy worth $2.41M as of Q2 2026.
- Garrison Point Advisors sold 573 NextEra Energy shares in Q2 2026, an estimated $51.8K.
- NextEra Energy made up 0.98% of Garrison Point Advisors's portfolio in Q2 2026, its #25 holding.
- Garrison Point Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Garrison Point Advisors's NextEra Energy position peaked at $2.98M in Q4 2021.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.