Capital Advisors Inc’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $840K | Buy |
9,574
+246
| +3% | +$22.3K | 0.01% | 179 |
|
|
2026
Q1 | $866K | Buy |
9,328
+1,627
| +21% | +$145K | 0.01% | 171 |
|
|
2025
Q4 | $618K | Buy |
7,701
+33
| +0.4% | +$2.73K | 0.01% | 199 |
|
|
2025
Q3 | $579K | Sell |
7,668
-12
| -0.2% | -$877 | 0.01% | 194 |
|
|
2025
Q2 | $533K | Buy |
7,680
+1
| +0% | +$69 | 0.01% | 197 |
|
|
2025
Q1 | $544K | Sell |
7,679
-35
| -0.5% | -$2.47K | 0.01% | 189 |
|
|
2024
Q4 | $553K | Sell |
7,714
-1,198
| -13% | -$93.1K | 0.01% | 190 |
|
|
2024
Q3 | $753K | Sell |
8,912
-631
| -7% | -$49.2K | 0.02% | 164 |
|
|
2024
Q2 | $676K | Buy |
9,543
+810
| +9% | +$57.5K | 0.01% | 168 |
|
|
2024
Q1 | $558K | Sell |
8,733
-17
| -0.2% | -$996 | 0.01% | 188 |
|
|
2023
Q4 | $531K | Sell |
8,750
-400
| -4% | -$22.8K | 0.01% | 198 |
|
|
2023
Q3 | $524K | Buy |
9,150
+335
| +4% | +$23.2K | 0.01% | 168 |
|
|
2023
Q2 | $654K | Buy |
8,815
+652
| +8% | +$49.4K | 0.02% | 159 |
|
|
2023
Q1 | $629K | Buy |
8,163
+8
| +0.1% | +$615 | 0.02% | 161 |
|
|
2022
Q4 | $682K | Sell |
8,155
-175
| -2% | -$14.1K | 0.02% | 162 |
|
|
2022
Q3 | $598K | Buy |
8,330
+391
| +5% | +$33.2K | 0.02% | 159 |
|
|
2022
Q2 | $615K | Buy |
7,939
+1,432
| +22% | +$109K | 0.02% | 161 |
|
|
2022
Q1 | $551K | Hold |
6,507
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $608K | Sell |
6,507
-921
| -12% | -$79.6K | 0.02% | 159 |
|
|
2021
Q3 | $583K | Buy |
7,428
+141
| +2% | +$11.4K | 0.02% | 154 |
|
|
2021
Q2 | $534K | Buy |
7,287
+800
| +12% | +$60K | 0.02% | 159 |
|
|
2021
Q1 | $491K | Sell |
6,487
-56
| -0.9% | -$4.37K | 0.02% | 158 |
|
|
2020
Q4 | $505K | Buy |
6,543
+2,711
| +71% | +$203K | 0.02% | 137 |
|
|
2020
Q3 | $266K | Buy |
+3,832
| New | +$265K | 0.01% | 165 |
|
|
2020
Q2 | – | Sell |
-3,448
| Closed | -$207K | – | 201 |
|
|
2020
Q1 | $207K | Sell |
3,448
-1,124
| -25% | -$70.7K | 0.01% | 150 |
|
|
2019
Q4 | $277K | Buy |
+4,572
| New | +$267K | 0.01% | 161 |
|
|
2018
Q4 | – | Sell |
-5,012
| Closed | -$210K | – | 190 |
|
|
2018
Q3 | $210K | Hold |
5,012
| – | – | 0.01% | 176 |
|
|
2018
Q2 | $209K | Hold |
5,012
| – | – | 0.01% | 172 |
|
|
2018
Q1 | $205K | Buy |
+5,012
| New | +$193K | 0.01% | 180 |
|
|
2017
Q4 | – | Sell |
-5,824
| Closed | -$213K | – | 200 |
|
|
2017
Q3 | $213K | Buy |
+5,824
| New | +$213K | 0.01% | 179 |
|
Other funds holding NEE
Capital Advisors Inc's NEE Position: Q2 2026 in Review
Capital Advisors Inc increased its NextEra Energy (NEE) stake by 2.6% in Q2 2026, buying an estimated $22.3K and bringing the position to 9,574 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #179.
Capital Advisors Inc first reported a position in NEE in Q3 2017 and has held it in 30 quarters since. The position peaked at $866K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Capital Advisors Inc held 9,574 shares of NextEra Energy worth $840K as of Q2 2026.
- Capital Advisors Inc bought 246 NextEra Energy shares in Q2 2026, an estimated $22.3K.
- NextEra Energy made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #179 holding.
- Capital Advisors Inc first reported a position in NextEra Energy in Q3 2017 and has held it in 30 quarters since.
- Capital Advisors Inc's NextEra Energy position peaked at $866K in Q1 2026.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.