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 Q2	$17.3M	Buy	196,687 +1,901	+1%	+$172K	1.4%	17
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spirepoint Private Client's NEE Position: Q2 2026 in Review

Spirepoint Private Client increased its NextEra Energy (NEE) stake by 0.98% in Q2 2026, buying an estimated $172K and bringing the position to 196,687 shares worth $17.3M. The position accounts for 1.4% of the portfolio, ranked #17.

Spirepoint Private Client first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.1M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Spirepoint Private Client held 196,687 shares of NextEra Energy worth $17.3M as of Q2 2026.
Spirepoint Private Client bought 1,901 NextEra Energy shares in Q2 2026, an estimated $172K.
NextEra Energy made up 1.4% of Spirepoint Private Client's portfolio in Q2 2026, its #17 holding.
Spirepoint Private Client first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's NextEra Energy position peaked at $18.1M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.