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Turning Point Benefit Group’s NextEra Energy NEE Stock Holding History

Turning Point Benefit Group’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 		– Sell
-213
Closed -$17.1K – 544
2025
Q4 		$17.1K Buy
213
+205
+2,563% +$17K 0.01% 206
2025
Q3 		$629 Buy
+8
New +$585 ﹤0.01% 455

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Turning Point Benefit Group's NEE Position: Q1 2026 in Review

Turning Point Benefit Group sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 213 shares — an estimated $17.1K sold.

Turning Point Benefit Group first reported a position in NEE in Q3 2025 and held it in 2 quarters. The position peaked at $17.1K in Q4 2025. 3,043 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Turning Point Benefit Group reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 213 NextEra Energy shares in Q1 2026, an estimated $17.1K.
  • Turning Point Benefit Group first reported a position in NextEra Energy in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's NextEra Energy position peaked at $17.1K in Q4 2025.
  • 3,043 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.