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Capital Advisors Inc’s NextEra Energy NEE Stock Holding History

Capital Advisors Inc’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 		$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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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. 1,451 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.
  • 1,451 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.