HighPoint Advisor Group’s NextEra Energy NEE Stock Holding History

HighPoint Advisor Group’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	$703K	Buy	8,015 +583	+8%	+$52.7K	0.02%	394
2026 Q1	$690K	Sell	7,432 -55,807	-88%	-$4.96M	0.03%	360
2025 Q4	$5.08M	Buy	63,239 +3,967	+7%	+$329K	0.11%	157
2025 Q3	$4.47M	Buy	59,272 +431	+0.7%	+$31.5K	0.21%	80
2025 Q2	$4.08M	Buy	58,841 +1,402	+2%	+$97.4K	0.22%	83
2025 Q1	$3.86M	Sell	57,439 -4,806	-8%	-$339K	0.22%	78
2024 Q4	$4.38M	Sell	62,245 -4,151	-6%	-$322K	0.24%	67
2024 Q3	$5.61M	Buy	66,396 +1,924	+3%	+$150K	0.33%	53
2024 Q2	$4.79M	Buy	64,472 +114	+0.2%	+$8.09K	0.29%	64
2024 Q1	$4.8M	Buy	64,358 +136	+0.2%	+$7.97K	0.34%	52
2023 Q4	$4.02M	Buy	+64,222	New	+$3.66M	0.29%	60
2022 Q2	$4.73M	Buy	+59,445	New	+$4.53M	0.52%	41
2021 Q3	$4.14M	Sell	52,673 -7,928	-13%	-$639K	0.41%	49
2021 Q2	$4.44M	Buy	60,601 +8,414	+16%	+$631K	0.45%	49
2021 Q1	$4.07M	Buy	52,187 +719	+1%	+$56.1K	0.47%	46
2020 Q4	$4.32M	Buy	+51,468	New	+$3.85M	0.53%	37
2016 Q3	–	Sell	-38,320	Closed	-$1.21M	–	306
2016 Q2	$1.21M	Buy	+38,320	New	+$1.15M	0.42%	60

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

HighPoint Advisor Group's NEE Position: Q2 2026 in Review

HighPoint Advisor Group increased its NextEra Energy (NEE) stake by 7.8% in Q2 2026, buying an estimated $52.7K and bringing the position to 8,015 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #394.

HighPoint Advisor Group first reported a position in NEE in Q2 2016 and has held it in 17 quarters since. The position peaked at $5.61M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

HighPoint Advisor Group held 8,015 shares of NextEra Energy worth $703K as of Q2 2026.
HighPoint Advisor Group bought 583 NextEra Energy shares in Q2 2026, an estimated $52.7K.
NextEra Energy made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #394 holding.
HighPoint Advisor Group first reported a position in NextEra Energy in Q2 2016 and has held it in 17 quarters since.
HighPoint Advisor Group's NextEra Energy position peaked at $5.61M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.