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Capital Advisors Ltd’s NextEra Energy NEE Stock Holding History

Capital Advisors Ltd’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 		$143K Sell
1,626
-62
-4% -$5.61K 0.01% 345
2026
Q1 		$157K Buy
1,688
+66
+4% +$5.87K 0.02% 318
2025
Q4 		$130K Sell
1,622
-422
-21% -$35K 0.01% 334
2025
Q3 		$154K Hold
2,044
– – 0.02% 314
2025
Q2 		$142K Sell
2,044
-1,080
-35% -$75K 0.02% 311
2025
Q1 		$221K Buy
3,124
+64
+2% +$4.52K 0.03% 258
2024
Q4 		$219K Sell
3,060
-52
-2% -$4.04K 0.03% 260
2024
Q3 		$263K Sell
3,112
-12
-0.4% -$936 0.03% 242
2024
Q2 		$221K Buy
3,124
+105
+3% +$7.45K 0.03% 260
2024
Q1 		$193K Buy
3,019
+135
+5% +$7.91K 0.03% 276
2023
Q4 		$175K Buy
2,884
+117
+4% +$6.67K 0.02% 278
2023
Q3 		$159K Sell
2,767
-150
-5% -$10.4K 0.02% 277
2023
Q2 		$216K Buy
2,917
+939
+47% +$71.1K 0.03% 242
2023
Q1 		$152K Sell
1,978
-920
-32% -$70.8K 0.03% 271
2022
Q4 		$170K Buy
2,898
+803
+38% +$64.9K 0.03% 254
2022
Q3 		$164K Buy
2,095
+120
+6% +$10.2K 0.03% 259
2022
Q2 		$153K Sell
1,975
-59
-3% -$4.49K 0.03% 268
2022
Q1 		$172K Sell
2,034
-841
-29% -$67.4K 0.03% 255
2021
Q4 		$268K Buy
2,875
+15
+0.5% +$1.3K 0.04% 193
2021
Q3 		$225K Hold
2,860
– – 0.04% 205
2021
Q2 		$210K Hold
2,860
– – 0.04% 197
2021
Q1 		$216K Buy
2,860
+2,248
+367% +$175K 0.04% 170
2020
Q4 		$47K Sell
612
-2,248
-79% -$168K 0.01% 287
2020
Q3 		$198K Hold
2,860
– – 0.05% 156
2020
Q2 		$172K Hold
2,860
– – 0.05% 167
2020
Q1 		$172K Hold
2,860
– – 0.05% 156
2019
Q4 		$173K Hold
2,860
– – 0.04% 163
2019
Q3 		$167K Sell
2,860
-312
-10% -$16.9K 0.05% 158
2019
Q2 		$162K Buy
3,172
+580
+22% +$28.5K 0.05% 164
2019
Q1 		$125K Hold
2,592
– – 0.03% 195
2018
Q4 		$113K Hold
2,592
– – 0.03% 199
2018
Q3 		$109K Buy
2,592
+1,980
+324% +$84.3K 0.03% 212
2018
Q2 		$26K Hold
612
– – 0.01% 270
2018
Q1 		$25K Hold
612
– – 0.01% 264
2017
Q4 		$24K Hold
612
– – 0.01% 268
2017
Q3 		$22K Hold
612
– – 0.01% 274
2017
Q2 		$21K Hold
612
– – 0.01% 280
2017
Q1 		$20K Hold
612
– – 0.01% 261
2016
Q4 		$18K Buy
612
+168
+38% +$5.02K 0.01% 259
2016
Q3 		$14K Hold
444
– – 0.01% 272
2016
Q2 		$14K Hold
444
– – 0.01% 257
2016
Q1 		$13K Hold
444
– – 0.01% 254
2015
Q4 		$12K Hold
444
– – 0.01% 252
2015
Q3 		$11K Hold
444
– – 0.01% 252
2015
Q2 		$11K Buy
+444
New +$11.3K 0.01% 275

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Capital Advisors Ltd's NEE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its NextEra Energy (NEE) stake by 3.7% in Q2 2026, selling an estimated $5.61K and leaving 1,626 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #345.

Capital Advisors Ltd first reported a position in NEE in Q2 2015 and has held it in 45 quarters since. The position peaked at $268K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Capital Advisors Ltd held 1,626 shares of NextEra Energy worth $143K as of Q2 2026.
  • Capital Advisors Ltd sold 62 NextEra Energy shares in Q2 2026, an estimated $5.61K.
  • NextEra Energy made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #345 holding.
  • Capital Advisors Ltd first reported a position in NextEra Energy in Q2 2015 and has held it in 45 quarters since.
  • Capital Advisors Ltd's NextEra Energy position peaked at $268K in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.