CIA
NEE icon

Cape Investment Advisory’s NextEra Energy NEE Stock Holding History

Cape Investment Advisory’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 		$412K Buy
4,691
+60
+1% +$5.43K 0.11% 144
2026
Q1 		$430K Buy
4,631
+115
+3% +$10.2K 0.14% 135
2025
Q4 		$371K Buy
4,516
+4,460
+7,964% +$369K 0.11% 142
2025
Q3 		$4.23K Sell
56
-4,359
-99% -$318K ﹤0.01% 550
2025
Q2 		$306K Buy
4,415
+27
+0.6% +$1.88K 0.11% 145
2025
Q1 		$311K Sell
4,388
-324
-7% -$22.9K 0.12% 131
2024
Q4 		$338K Buy
4,712
+116
+3% +$9.01K 0.13% 120
2024
Q3 		$388K Buy
4,596
+17
+0.4% +$1.33K 0.16% 107
2024
Q2 		$324K Buy
4,579
+20
+0.4% +$1.42K 0.15% 106
2024
Q1 		$291K Buy
4,559
+15
+0.3% +$879 0.14% 113
2023
Q4 		$276K Buy
4,544
+29
+0.6% +$1.65K 0.14% 109
2023
Q3 		$259K Buy
4,515
+19
+0.4% +$1.31K 0.15% 106
2023
Q2 		$334K Buy
4,496
+17
+0.4% +$1.29K 0.19% 89
2023
Q1 		$345K Buy
+4,479
New +$344K 0.21% 80

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Cape Investment Advisory's NEE Position: Q2 2026 in Review

Cape Investment Advisory increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $5.43K and bringing the position to 4,691 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #144.

Cape Investment Advisory first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $430K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cape Investment Advisory held 4,691 shares of NextEra Energy worth $412K as of Q2 2026.
  • Cape Investment Advisory bought 60 NextEra Energy shares in Q2 2026, an estimated $5.43K.
  • NextEra Energy made up 0.11% of Cape Investment Advisory's portfolio in Q2 2026, its #144 holding.
  • Cape Investment Advisory first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's NextEra Energy position peaked at $430K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.