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Kings Point Capital Management’s NextEra Energy NEE Stock Holding History

Kings Point Capital Management’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
2022
Q1 		$14.6M Buy
172,784
+8,390
+5% +$672K 1.27% 28
2021
Q4 		$15.3M Buy
164,394
+811
+0.5% +$70.1K 1.26% 27
2021
Q3 		$12.8M Buy
163,583
+5,789
+4% +$467K 1.14% 29
2021
Q2 		$11.6M Buy
157,794
+9,984
+7% +$749K 1.05% 36
2021
Q1 		$11.2M Buy
147,810
+16,357
+12% +$1.28M 1.1% 35
2020
Q4 		$10.1M Buy
131,453
+5,225
+4% +$391K 1.08% 33
2020
Q3 		$8.76M Buy
126,228
+14,888
+13% +$1.03M 1.09% 36
2020
Q2 		$6.68M Buy
111,340
+2,040
+2% +$122K 0.97% 40
2020
Q1 		$6.58M Buy
109,300
+20,244
+23% +$1.27M 1.16% 38
2019
Q4 		$5.39M Buy
89,056
+4,116
+5% +$240K 0.8% 47
2019
Q3 		$4.95M Buy
84,940
+2,952
+4% +$160K 0.84% 48
2019
Q2 		$4.2M Buy
81,988
+61,572
+302% +$3.03M 0.77% 49
2019
Q1 		$987K Buy
20,416
+8,244
+68% +$377K 0.2% 86
2018
Q4 		$529K Hold
12,172
– – 0.12% 95
2018
Q3 		$510K Hold
12,172
– – 0.1% 109
2018
Q2 		$508K Buy
12,172
+800
+7% +$32.3K 0.1% 110
2018
Q1 		$464K Buy
11,372
+1,176
+12% +$45.3K 0.09% 111
2017
Q4 		$398K Buy
10,196
+224
+2% +$8.65K 0.08% 118
2017
Q3 		$365K Hold
9,972
– – 0.08% 121
2017
Q2 		$349K Buy
9,972
+1,920
+24% +$65.6K 0.08% 115
2017
Q1 		$258K Sell
8,052
-77,236
-91% -$2.43M 0.06% 123
2016
Q4 		$2.55M Sell
85,288
-9,548
-10% -$285K 0.63% 57
2016
Q3 		$2.9M Buy
94,836
+49,700
+110% +$1.57M 0.77% 48
2016
Q2 		$1.47M Buy
+45,136
New +$1.36M 0.38% 63
2015
Q2 		– Sell
-904
Closed -$24K – 369
2015
Q1 		$24K Hold
904
– – 0.01% 288
2014
Q4 		$24K Hold
904
– – 0.01% 272
2014
Q3 		$21K Hold
904
– – 0.01% 245
2014
Q2 		$23K Buy
+904
New +$22K 0.01% 239

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's NEE Position: Q1 2022 in Review

Kings Point Capital Management increased its NextEra Energy (NEE) stake by 5.1% in Q1 2022, buying an estimated $672K and bringing the position to 172,784 shares worth $14.6M. The position accounts for 1.27% of the portfolio, ranked #28.

Kings Point Capital Management first reported a position in NEE in Q2 2014 and has held it in 28 quarters since. The position peaked at $15.3M in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Kings Point Capital Management held 172,784 shares of NextEra Energy worth $14.6M as of Q1 2022.
  • Kings Point Capital Management bought 8,390 NextEra Energy shares in Q1 2022, an estimated $672K.
  • NextEra Energy made up 1.27% of Kings Point Capital Management's portfolio in Q1 2022, its #28 holding.
  • Kings Point Capital Management first reported a position in NextEra Energy in Q2 2014 and has held it in 28 quarters since.
  • Kings Point Capital Management's NextEra Energy position peaked at $15.3M in Q4 2021.
  • 2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.