NEE NEXTERA ENERGY INC

Ownership history in SPIREPOINT PRIVATE CLIENT, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which SPIREPOINT PRIVATE CLIENT, LLC reported a position in NEXTERA ENERGY INC (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.8% (2024 Q3)
Avg. % of fund
1.55%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 187,246 +12,259 +7.0% 1.44% $15.0M $79.74
2025 Q3 REDUCED 174,987 -5,209 -2.9% 1.39% $13.2M $74.47
2025 Q2 REDUCED 180,196 -3,953 -2.1% 1.41% $12.5M $67.96
2025 Q1 ADDED 184,149 +9,580 +5.5% 1.71% $13.1M $68.84
2024 Q4 ADDED 174,569 +13,777 +8.6% 1.57% $12.5M $69.05
2024 Q3 ADDED 160,792 +3,819 +2.4% 1.80% $13.6M $80.88
2024 Q2 ADDED 156,973 +3,435 +2.2% 1.58% $11.1M $67.31
2024 Q1 INITIATED 153,538 1.49% $9.8M
% of Fund (quarterly)    NEE price (monthly, adj. close)
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