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Capital A Wealth Management’s NextEra Energy NEE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-187
Closed -$13.3K – 703
2025
Q1 		$13.3K Sell
187
-5
-3% -$353 0.01% 268
2024
Q4 		$13.8K Buy
+192
New +$14.9K 0.02% 280

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital A Wealth Management's NEE Position: Q2 2025 in Review

Capital A Wealth Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 187 shares — an estimated $13.3K sold.

Capital A Wealth Management first reported a position in NEE in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q4 2024. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Capital A Wealth Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 187 NextEra Energy shares in Q2 2025, an estimated $13.3K.
  • Capital A Wealth Management first reported a position in NextEra Energy in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's NextEra Energy position peaked at $13.8K in Q4 2024.
  • 2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.