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Caldwell Sutter Capital’s NextEra Energy NEE Stock Holding History

Caldwell Sutter Capital’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 		$507K Sell
5,775
-111
-2% -$10K 0.19% 131
2026
Q1 		$547K Sell
5,886
-147
-2% -$13.1K 0.22% 112
2025
Q4 		$484K Sell
6,033
-35
-0.6% -$2.9K 0.21% 119
2025
Q3 		$458K Buy
6,068
+172
+3% +$12.6K 0.2% 127
2025
Q2 		$409K Buy
5,896
+145
+3% +$10.1K 0.19% 128
2025
Q1 		$408K Sell
5,751
-418
-7% -$29.5K 0.19% 125
2024
Q4 		$442K Sell
6,169
-236
-4% -$18.3K 0.21% 119
2024
Q3 		$541K Sell
6,405
-191
-3% -$14.9K 0.25% 108
2024
Q2 		$467K Buy
6,596
+354
+6% +$25.1K 0.23% 115
2024
Q1 		$399K Buy
6,242
+10
+0.2% +$586 0.19% 127
2023
Q4 		$379K Buy
6,232
+1,687
+37% +$96.1K 0.19% 125
2023
Q3 		$260K Buy
4,545
+265
+6% +$18.3K 0.14% 145
2023
Q2 		$318K Buy
4,280
+2,866
+203% +$217K 0.17% 132
2023
Q1 		$109K Buy
1,414
+939
+198% +$72.2K 0.08% 180
2022
Q4 		$39.7K Buy
+475
New +$38.4K 0.04% 191

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

Caldwell Sutter Capital's NEE Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $10K and leaving 5,775 shares worth $507K. The position accounts for 0.19% of the portfolio, ranked #131.

Caldwell Sutter Capital first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Caldwell Sutter Capital held 5,775 shares of NextEra Energy worth $507K as of Q2 2026.
  • Caldwell Sutter Capital sold 111 NextEra Energy shares in Q2 2026, an estimated $10K.
  • NextEra Energy made up 0.19% of Caldwell Sutter Capital's portfolio in Q2 2026, its #131 holding.
  • Caldwell Sutter Capital first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's NextEra Energy position peaked at $547K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.