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
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: Q1 2026 in Review

Garrison Point Advisors reduced its NextEra Energy (NEE) stake by 0.88% in Q1 2026, selling an estimated $22.2K and leaving 28,017 shares worth $2.6M. The position accounts for 1.19% of the portfolio, ranked #20.

Garrison Point Advisors first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.98M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Garrison Point Advisors held 28,017 shares of NextEra Energy worth $2.6M as of Q1 2026.
  • Garrison Point Advisors sold 250 NextEra Energy shares in Q1 2026, an estimated $22.2K.
  • NextEra Energy made up 1.19% of Garrison Point Advisors's portfolio in Q1 2026, its #20 holding.
  • Garrison Point Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Garrison Point Advisors's NextEra Energy position peaked at $2.98M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.