Shorepoint Capital Partners’s NextEra Energy NEE Stock Holding History

Shorepoint Capital Partners’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
2025 Q3	$2.65M	Buy	+35,163	New	+$2.57M	0.53%	64
2025 Q1	$2.25M	Buy	+31,693	New	+$2.24M	0.51%	66
2023 Q2	–	Sell	-3,229	Closed	-$249K	–	117
2023 Q1	$249K	Sell	3,229 -1,120	-26%	-$86.1K	0.07%	110
2022 Q4	$364K	Buy	+4,349	New	+$351K	0.1%	111

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Shorepoint Capital Partners's NEE Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in NextEra Energy (NEE) in Q3 2025: 35,163 shares worth $2.65M. The stake represents 0.53% of the portfolio and ranks #64 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in NEE as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in NEE in Q4 2022 and has held it in 4 quarters since. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Shorepoint Capital Partners held 35,163 shares of NextEra Energy worth $2.65M as of Q3 2025.
NextEra Energy was a new Shorepoint Capital Partners position in Q3 2025.
NextEra Energy made up 0.53% of Shorepoint Capital Partners's portfolio in Q3 2025, its #64 holding.
Shorepoint Capital Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 4 quarters since.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.