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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
Q2 		$2.45M Buy
27,899
+1,456
+6% +$132K 0.09% 111
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Asset Advisory Services's NEE Position: Q2 2026 in Review

Capital Asset Advisory Services increased its NextEra Energy (NEE) stake by 5.5% in Q2 2026, buying an estimated $132K and bringing the position to 27,899 shares worth $2.45M. The position accounts for 0.09% of the portfolio, ranked #111.

Capital Asset Advisory Services first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Capital Asset Advisory Services held 27,899 shares of NextEra Energy worth $2.45M as of Q2 2026.
  • Capital Asset Advisory Services bought 1,456 NextEra Energy shares in Q2 2026, an estimated $132K.
  • NextEra Energy made up 0.09% of Capital Asset Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Capital Asset Advisory Services first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.