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Sunpointe’s NextEra Energy NEE Stock Holding History

Sunpointe’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 		$557K Sell
5,995
-839
-12% -$74.6K 0.18% 124
2025
Q4 		$549K Sell
6,834
-1,680
-20% -$139K 0.18% 120
2025
Q3 		$643K Sell
8,514
-13,351
-61% -$975K 0.23% 99
2025
Q2 		$1.52M Buy
21,865
+16,489
+307% +$1.15M 0.6% 40
2025
Q1 		$381K Sell
5,376
-91
-2% -$6.42K 0.2% 97
2024
Q4 		$392K Buy
5,467
+122
+2% +$9.48K 0.2% 97
2024
Q3 		$452K Sell
5,345
-521
-9% -$40.7K 0.37% 71
2024
Q2 		$415K Buy
5,866
+758
+15% +$53.8K 0.27% 79
2024
Q1 		$326K Sell
5,108
-31
-0.6% -$1.82K 0.36% 87
2023
Q4 		$312K Buy
+5,139
New +$293K 0.4% 80

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunpointe's NEE Position: Q1 2026 in Review

Sunpointe reduced its NextEra Energy (NEE) stake by 12% in Q1 2026, selling an estimated $74.6K and leaving 5,995 shares worth $557K. The position accounts for 0.18% of the portfolio, ranked #124.

Sunpointe first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sunpointe held 5,995 shares of NextEra Energy worth $557K as of Q1 2026.
  • Sunpointe sold 839 NextEra Energy shares in Q1 2026, an estimated $74.6K.
  • NextEra Energy made up 0.18% of Sunpointe's portfolio in Q1 2026, its #124 holding.
  • Sunpointe first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's NextEra Energy position peaked at $1.52M in Q2 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.