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Capital Asset Advisory Services’s NextEra Energy NEE Stock Holding History

Capital Asset Advisory Services’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
Q1 		$2.43M Sell
26,443
-922
-3% -$82K 0.09% 110
2025
Q4 		$2.22M Buy
27,365
+616
+2% +$51K 0.09% 113
2025
Q3 		$2.02M Buy
26,749
+2,267
+9% +$166K 0.09% 114
2025
Q2 		$1.79M Buy
24,482
+407
+2% +$28.3K 0.08% 113
2025
Q1 		$1.7M Sell
24,075
-4,851
-17% -$342K 0.09% 115
2024
Q4 		$2.08M Buy
28,926
+798
+3% +$62K 0.1% 113
2024
Q3 		$2.26M Buy
28,128
+1,432
+5% +$112K 0.11% 108
2024
Q2 		$1.93M Sell
26,696
-1,020
-4% -$72.4K 0.1% 110
2024
Q1 		$1.78M Buy
27,716
+4,989
+22% +$292K 0.1% 111
2023
Q4 		$1.38M Buy
22,727
+6,361
+39% +$363K 0.09% 122
2023
Q3 		$876K Buy
16,366
+4,256
+35% +$295K 0.06% 135
2023
Q2 		$886K Buy
12,110
+1,045
+9% +$79.1K 0.06% 137
2023
Q1 		$853K Buy
11,065
+1,492
+16% +$115K 0.06% 137
2022
Q4 		$802K Buy
9,573
+2,270
+31% +$183K 0.06% 152
2022
Q3 		$573K Buy
7,303
+3,014
+70% +$256K 0.07% 150
2022
Q2 		$332K Sell
4,289
-2,358
-35% -$180K 0.04% 294
2022
Q1 		$563K Sell
6,647
-3,600
-35% -$289K 0.06% 232
2021
Q4 		$957K Sell
10,247
-75
-0.7% -$6.48K 0.1% 145
2021
Q3 		$810K Buy
10,322
+939
+10% +$75.7K 0.09% 172
2021
Q2 		$688K Buy
9,383
+1,474
+19% +$111K 0.08% 190
2021
Q1 		$598K Buy
7,909
+351
+5% +$27.4K 0.09% 213
2020
Q4 		$583K Sell
7,558
-8,298
-52% -$621K 0.1% 174
2020
Q3 		$1.1M Sell
15,856
-160
-1% -$11K 0.23% 76
2020
Q2 		$1.11M Buy
16,016
+276
+2% +$16.5K 0.24% 77
2020
Q1 		$906K Buy
15,740
+1,896
+14% +$119K 0.24% 76
2019
Q4 		$942K Buy
+13,844
New +$808K 0.22% 85

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's NEE Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its NextEra Energy (NEE) stake by 3.4% in Q1 2026, selling an estimated $82K and leaving 26,443 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #110.

Capital Asset Advisory Services first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Capital Asset Advisory Services held 26,443 shares of NextEra Energy worth $2.43M as of Q1 2026.
  • Capital Asset Advisory Services sold 922 NextEra Energy shares in Q1 2026, an estimated $82K.
  • NextEra Energy made up 0.09% of Capital Asset Advisory Services's portfolio in Q1 2026, its #110 holding.
  • Capital Asset Advisory Services first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.