Capital Analysts LLC’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 | $4.06M | Buy |
46,297
+762
| +2% | +$68.9K | 0.09% | 176 |
|
|
2026
Q1 | $4.23M | Buy |
45,535
+1,154
| +3% | +$103K | 0.11% | 161 |
|
|
2025
Q4 | $3.56M | Buy |
44,381
+1,520
| +4% | +$126K | 0.1% | 176 |
|
|
2025
Q3 | $3.24M | Sell |
42,861
-962
| -2% | -$70.3K | 0.09% | 183 |
|
|
2025
Q2 | $3.04M | Buy |
43,823
+813
| +2% | +$56.5K | 0.1% | 167 |
|
|
2025
Q1 | $3.05M | Buy |
43,010
+871
| +2% | +$61.5K | 0.11% | 159 |
|
|
2024
Q4 | $3.02M | Buy |
42,139
+390
| +0.9% | +$30.3K | 0.12% | 143 |
|
|
2024
Q3 | $3.53M | Buy |
41,749
+1,118
| +3% | +$87.2K | 0.14% | 125 |
|
|
2024
Q2 | $2.88M | Buy |
40,631
+737
| +2% | +$52.3K | 0.13% | 140 |
|
|
2024
Q1 | $2.55M | Buy |
39,894
+7,494
| +23% | +$439K | 0.12% | 147 |
|
|
2023
Q4 | $1.97M | Buy |
32,400
+816
| +3% | +$46.5K | 0.1% | 164 |
|
|
2023
Q3 | $1.81M | Buy |
31,584
+5,808
| +23% | +$402K | 0.1% | 163 |
|
|
2023
Q2 | $1.91M | Buy |
25,776
+1,375
| +6% | +$104K | 0.11% | 165 |
|
|
2023
Q1 | $1.88M | Buy |
24,401
+1,395
| +6% | +$107K | 0.11% | 166 |
|
|
2022
Q4 | $1.92M | Buy |
23,006
+1,193
| +5% | +$96.4K | 0.12% | 162 |
|
|
2022
Q3 | $1.71M | Buy |
21,813
+1,243
| +6% | +$105K | 0.12% | 157 |
|
|
2022
Q2 | $1.59M | Buy |
20,570
+357
| +2% | +$27.2K | 0.11% | 170 |
|
|
2022
Q1 | $1.71M | Buy |
20,213
+1,292
| +7% | +$104K | 0.11% | 173 |
|
|
2021
Q4 | $1.77M | Buy |
18,921
+562
| +3% | +$48.6K | 0.11% | 172 |
|
|
2021
Q3 | $1.44M | Sell |
18,359
-55
| -0.3% | -$4.44K | 0.09% | 182 |
|
|
2021
Q2 | $1.35M | Buy |
18,414
+175
| +1% | +$13.1K | 0.09% | 189 |
|
|
2021
Q1 | $1.38M | Sell |
18,239
-2,056
| -10% | -$160K | 0.1% | 178 |
|
|
2020
Q4 | $1.57M | Sell |
20,295
-2,045
| -9% | -$153K | 0.14% | 134 |
|
|
2020
Q3 | $1.55M | Sell |
22,340
-60
| -0.3% | -$4.14K | 0.15% | 122 |
|
|
2020
Q2 | $1.34M | Sell |
22,400
-544
| -2% | -$32.6K | 0.14% | 133 |
|
|
2020
Q1 | $1.38M | Buy |
+22,944
| New | +$1.44M | 0.17% | 108 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$2K | – | 617 |
|
|
2018
Q3 | $2K | Buy |
+56
| New | +$2.38K | ﹤0.01% | 522 |
|
|
2016
Q2 | – | Sell |
-360
| Closed | -$10.7K | – | 367 |
|
|
2016
Q1 | $10.7K | Buy |
+360
| New | +$10.1K | ﹤0.01% | 337 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$9.76K | – | 397 |
|
|
2015
Q3 | $9.76K | Buy |
+400
| New | +$10.2K | ﹤0.01% | 335 |
|
|
2015
Q1 | – | Sell |
-1,280
| Closed | -$34K | – | 400 |
|
|
2014
Q4 | $34K | Hold |
1,280
| – | – | 0.01% | 295 |
|
|
2014
Q3 | $30K | Sell |
1,280
-119,328
| -99% | -$2.88M | 0.01% | 289 |
|
|
2014
Q2 | $3.09M | Buy |
120,608
+224
| +0.2% | +$5.45K | 0.75% | 25 |
|
|
2014
Q1 | $2.88M | Sell |
120,384
-9,396
| -7% | -$213K | 0.75% | 24 |
|
|
2013
Q4 | $2.78M | Sell |
129,780
-3,136
| -2% | -$66.1K | 0.76% | 26 |
|
|
2013
Q3 | $2.66M | Buy |
132,916
+2,796
| +2% | +$57.7K | 0.8% | 26 |
|
|
2013
Q2 | $2.65M | Buy |
+130,120
| New | +$2.58M | 0.84% | 23 |
|
Other funds holding NEE
Capital Analysts LLC's NEE Position: Q2 2026 in Review
Capital Analysts LLC increased its NextEra Energy (NEE) stake by 1.7% in Q2 2026, buying an estimated $68.9K and bringing the position to 46,297 shares worth $4.06M. The position accounts for 0.09% of the portfolio, ranked #176.
Capital Analysts LLC first reported a position in NEE in Q2 2013 and has held it in 36 quarters since. The position peaked at $4.23M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Capital Analysts LLC held 46,297 shares of NextEra Energy worth $4.06M as of Q2 2026.
- Capital Analysts LLC bought 762 NextEra Energy shares in Q2 2026, an estimated $68.9K.
- NextEra Energy made up 0.09% of Capital Analysts LLC's portfolio in Q2 2026, its #176 holding.
- Capital Analysts LLC first reported a position in NextEra Energy in Q2 2013 and has held it in 36 quarters since.
- Capital Analysts LLC's NextEra Energy position peaked at $4.23M in Q1 2026.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.