Pointe Capital Management’s NextEra Energy, Inc. NEE Stock Holding History

Pointe Capital Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Hold	4,969	–	–	0.18%	116
2025 Q1	$352K	Sell	4,969 -890	-15%	-$63.1K	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%	-$81.4K	0.26%	99
2024 Q1	$448K	Buy	7,009 +500	+8%	+$32K	0.27%	94
2023 Q4	$395K	Buy	6,509 +1,062	+19%	+$64.5K	0.27%	95
2023 Q3	$312K	Buy	5,447 +1,400	+35%	+$80.2K	0.23%	105
2023 Q2	$300K	Buy	4,047 +200	+5%	+$14.8K	0.23%	116
2023 Q1	$297K	Sell	3,847 -881	-19%	-$67.9K	0.21%	116
2022 Q4	$395K	Sell	4,728 -294	-6%	-$24.6K	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%	+$7.49K	0.27%	95
2020 Q4	$379K	Sell	4,923 -1,525	-24%	-$117K	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%	+$14.5K	0.26%	107
2018 Q4	$267K	Sell	6,148 -200	-3%	-$8.69K	0.26%	113
2018 Q3	$266K	Hold	6,348	–	–	0.21%	132
2018 Q2	$265K	Sell	6,348 -2,000	-24%	-$83.5K	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%	-$50.5K	0.21%	125
2017 Q1	$314K	Buy	+9,792	New	+$314K	0.24%	114
2016 Q4	–	Sell	-16,836	Closed	-$515K	–	211
2016 Q3	$515K	Sell	16,836 -600	-3%	-$18.4K	0.37%	78
2016 Q2	$568K	Buy	17,436 +140	+0.8%	+$4.56K	0.41%	68
2016 Q1	$512K	Buy	+17,296	New	+$512K	0.4%	79