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Capital Advisor Network’s NextEra Energy NEE Stock Holding History

Capital Advisor Network’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 		$965 Sell
11
-19
-63% -$1.72K ﹤0.01% 163
2026
Q1 		$2.79K Buy
+30
New +$2.67K ﹤0.01% 119

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

Capital Advisor Network's NEE Position: Q2 2026 in Review

Capital Advisor Network reduced its NextEra Energy (NEE) stake by 63% in Q2 2026, selling an estimated $1.72K and leaving 11 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Capital Advisor Network first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.79K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Capital Advisor Network held 11 shares of NextEra Energy worth $965 as of Q2 2026.
  • Capital Advisor Network sold 19 NextEra Energy shares in Q2 2026, an estimated $1.72K.
  • NextEra Energy made up ﹤0.01% of Capital Advisor Network's portfolio in Q2 2026, its #163 holding.
  • Capital Advisor Network first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisor Network's NextEra Energy position peaked at $2.79K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.