Pointe Capital Management’s NextEra Energy NEE Stock Holding History

Pointe 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
2026 Q1	$418K	Sell	4,496 -750	-14%	-$66.7K	0.21%	102
2025 Q4	$421K	Buy	5,246 +376	+8%	+$31.1K	0.21%	105
2025 Q3	$368K	Sell	4,870 -99	-2%	-$7.23K	0.18%	116
2025 Q2	$345K	Hold	4,969	–	–	0.18%	116
2025 Q1	$352K	Sell	4,969 -890	-15%	-$62.8K	0.21%	110
2024 Q4	$420K	Hold	5,859	–	–	0.24%	100
2024 Q3	$495K	Hold	5,859	–	–	0.29%	91
2024 Q2	$415K	Sell	5,859 -1,150	-16%	-$81.6K	0.26%	99
2024 Q1	$448K	Buy	7,009 +500	+8%	+$29.3K	0.27%	94
2023 Q4	$395K	Buy	6,509 +1,062	+19%	+$60.5K	0.27%	95
2023 Q3	$312K	Buy	5,447 +1,400	+35%	+$96.9K	0.23%	105
2023 Q2	$300K	Buy	4,047 +200	+5%	+$15.1K	0.23%	116
2023 Q1	$297K	Sell	3,847 -881	-19%	-$67.8K	0.21%	116
2022 Q4	$395K	Sell	4,728 -294	-6%	-$23.8K	0.3%	85
2022 Q3	$394K	Hold	5,022	–	–	0.31%	84
2022 Q2	$389K	Hold	5,022	–	–	0.29%	87
2022 Q1	$425K	Hold	5,022	–	–	0.27%	96
2021 Q4	$469K	Hold	5,022	–	–	0.29%	90
2021 Q3	$394K	Hold	5,022	–	–	0.27%	98
2021 Q2	$368K	Hold	5,022	–	–	0.26%	103
2021 Q1	$380K	Buy	5,022 +99	+2%	+$7.73K	0.27%	95
2020 Q4	$379K	Sell	4,923 -1,525	-24%	-$114K	0.32%	89
2020 Q3	$447K	Hold	6,448	–	–	0.39%	71
2020 Q2	$387K	Hold	6,448	–	–	0.35%	83
2020 Q1	$388K	Hold	6,448	–	–	0.38%	67
2019 Q4	$390K	Hold	6,448	–	–	0.33%	90
2019 Q3	$376K	Hold	6,448	–	–	0.32%	91
2019 Q2	$330K	Hold	6,448	–	–	0.27%	104
2019 Q1	$312K	Buy	6,448 +300	+5%	+$13.7K	0.26%	107
2018 Q4	$267K	Sell	6,148 -200	-3%	-$8.75K	0.26%	113
2018 Q3	$266K	Hold	6,348	–	–	0.21%	132
2018 Q2	$265K	Sell	6,348 -2,000	-24%	-$80.8K	0.23%	126
2018 Q1	$341K	Hold	8,348	–	–	0.29%	104
2017 Q4	$326K	Hold	8,348	–	–	0.26%	111
2017 Q3	$306K	Hold	8,348	–	–	0.23%	121
2017 Q2	$292K	Sell	8,348 -1,444	-15%	-$49.4K	0.21%	125
2017 Q1	$314K	Buy	+9,792	New	+$308K	0.24%	114
2016 Q4	–	Sell	-16,836	Closed	-$515K	–	211
2016 Q3	$515K	Sell	16,836 -600	-3%	-$18.9K	0.37%	78
2016 Q2	$568K	Buy	17,436 +140	+0.8%	+$4.2K	0.41%	68
2016 Q1	$512K	Buy	+17,296	New	+$486K	0.4%	79

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pointe Capital Management's NEE Position: Q1 2026 in Review

Pointe Capital Management reduced its NextEra Energy (NEE) stake by 14% in Q1 2026, selling an estimated $66.7K and leaving 4,496 shares worth $418K. The position accounts for 0.21% of the portfolio, ranked #102.

Pointe Capital Management first reported a position in NEE in Q1 2016 and has held it in 40 quarters since. The position peaked at $568K in Q2 2016. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pointe Capital Management held 4,496 shares of NextEra Energy worth $418K as of Q1 2026.
Pointe Capital Management sold 750 NextEra Energy shares in Q1 2026, an estimated $66.7K.
NextEra Energy made up 0.21% of Pointe Capital Management's portfolio in Q1 2026, its #102 holding.
Pointe Capital Management first reported a position in NextEra Energy in Q1 2016 and has held it in 40 quarters since.
Pointe Capital Management's NextEra Energy position peaked at $568K in Q2 2016.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.