NovaPoint Capital’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 | $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
VCM
VPM
