Spirepoint Private Client’s NextEra Energy NEE Stock Holding History

Spirepoint Private Client’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	$18.1M	Buy	194,786 +7,540	+4%	+$670K	1.72%	14
2025 Q4	$15M	Buy	187,246 +12,259	+7%	+$1.02M	1.44%	16
2025 Q3	$13.2M	Sell	174,987 -5,209	-3%	-$381K	1.39%	16
2025 Q2	$12.5M	Sell	180,196 -3,953	-2%	-$275K	1.41%	17
2025 Q1	$13.1M	Buy	184,149 +9,580	+5%	+$676K	1.71%	13
2024 Q4	$12.5M	Buy	174,569 +13,777	+9%	+$1.07M	1.57%	14
2024 Q3	$13.6M	Buy	160,792 +3,819	+2%	+$298K	1.8%	11
2024 Q2	$11.1M	Buy	156,973 +3,435	+2%	+$244K	1.58%	14
2024 Q1	$9.81M	Buy	+153,538	New	+$8.99M	1.49%	13

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

Spirepoint Private Client's NEE Position: Q1 2026 in Review

Spirepoint Private Client increased its NextEra Energy (NEE) stake by 4% in Q1 2026, buying an estimated $670K and bringing the position to 194,786 shares worth $18.1M. The position accounts for 1.72% of the portfolio, ranked #14.

Spirepoint Private Client first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Spirepoint Private Client held 194,786 shares of NextEra Energy worth $18.1M as of Q1 2026.
Spirepoint Private Client bought 7,540 NextEra Energy shares in Q1 2026, an estimated $670K.
NextEra Energy made up 1.72% of Spirepoint Private Client's portfolio in Q1 2026, its #14 holding.
Spirepoint Private Client first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.