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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NovaPoint Capital's NEE Position: Q2 2026 in Review

NovaPoint Capital increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $270K and bringing the position to 23,974 shares worth $2.1M. The position accounts for 0.44% of the portfolio, ranked #59.

NovaPoint Capital first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • NovaPoint Capital held 23,974 shares of NextEra Energy worth $2.1M as of Q2 2026.
  • NovaPoint Capital bought 2,980 NextEra Energy shares in Q2 2026, an estimated $270K.
  • NextEra Energy made up 0.44% of NovaPoint Capital's portfolio in Q2 2026, its #59 holding.
  • NovaPoint Capital first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.