NovaPoint Capital
NEE icon

NovaPoint Capital’s NextEra Energy NEE Stock Holding History

NovaPoint Capital’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
Q3 		$1.63M Sell
21,523
-2,451
-10% -$207K 0.35% 64
2026
Q2 		$2.1M Buy
23,974
+2,980
+14% +$270K 0.44% 59
2026
Q1 		$1.95M Buy
20,994
+809
+4% +$71.9K 0.49% 59
2025
Q4 		$1.62M Buy
20,185
+637
+3% +$52.8K 0.42% 63
2025
Q3 		$1.48M Buy
19,548
+2,242
+13% +$164K 0.36% 65
2025
Q2 		$1.2M Buy
17,306
+563
+3% +$39.1K 0.37% 62
2025
Q1 		$1.19M Sell
16,743
-30
-0.2% -$2.12K 0.37% 63
2024
Q4 		$1.2M Buy
16,773
+523
+3% +$40.6K 0.37% 62
2024
Q3 		$1.37M Sell
16,250
-151
-0.9% -$11.8K 0.43% 62
2024
Q2 		$1.16M Buy
16,401
+303
+2% +$21.5K 0.39% 64
2024
Q1 		$1.03M Sell
16,098
-936
-5% -$54.8K 0.36% 67
2023
Q4 		$1.03M Sell
17,034
-1,365
-7% -$77.8K 0.38% 63
2023
Q3 		$1.05M Buy
18,399
+358
+2% +$24.8K 0.42% 61
2023
Q2 		$1.34M Buy
18,041
+168
+0.9% +$12.7K 0.5% 56
2023
Q1 		$1.38M Buy
17,873
+6,679
+60% +$514K 0.56% 49
2022
Q4 		$936K Buy
11,194
+646
+6% +$52.2K 0.41% 60
2022
Q3 		$827K Buy
10,548
+787
+8% +$66.8K 0.38% 65
2022
Q2 		$756K Buy
9,761
+4,040
+71% +$308K 0.33% 69
2022
Q1 		$485K Buy
5,721
+434
+8% +$34.8K 0.18% 85
2021
Q4 		$494K Buy
5,287
+480
+10% +$41.5K 0.18% 84
2021
Q3 		$377K Buy
4,807
+1,058
+28% +$85.3K 0.15% 87
2021
Q2 		$275K Buy
3,749
+633
+20% +$47.5K 0.11% 101
2021
Q1 		$236K Buy
3,116
+300
+11% +$23.4K 0.11% 102
2020
Q4 		$217K Buy
+2,816
New +$211K 0.11% 103

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

NovaPoint Capital's NEE Position: Q3 2026 in Review

NovaPoint Capital reduced its NextEra Energy (NEE) stake by 10% in Q3 2026, selling an estimated $207K and leaving 21,523 shares worth $1.63M. The position accounts for 0.35% of the portfolio, ranked #64.

NovaPoint Capital first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.1M in Q2 2026. 1,133 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • NovaPoint Capital held 21,523 shares of NextEra Energy worth $1.63M as of Q3 2026.
  • NovaPoint Capital sold 2,451 NextEra Energy shares in Q3 2026, an estimated $207K.
  • NextEra Energy made up 0.35% of NovaPoint Capital's portfolio in Q3 2026, its #64 holding.
  • NovaPoint Capital first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • NovaPoint Capital's NextEra Energy position peaked at $2.1M in Q2 2026.
  • 1,133 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.