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 Q2	$535K	Buy	6,093 +98	+2%	+$8.87K	0.15%	140
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 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

Sunpointe's NEE Position: Q2 2026 in Review

Sunpointe increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $8.87K and bringing the position to 6,093 shares worth $535K. The position accounts for 0.15% of the portfolio, ranked #140.

Sunpointe first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q2 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sunpointe held 6,093 shares of NextEra Energy worth $535K as of Q2 2026.
Sunpointe bought 98 NextEra Energy shares in Q2 2026, an estimated $8.87K.
NextEra Energy made up 0.15% of Sunpointe's portfolio in Q2 2026, its #140 holding.
Sunpointe first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Sunpointe's NextEra Energy position peaked at $1.52M in Q2 2025.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.