Capital Fund Management (CFM)’s NextEra Energy NEE Stock Holding History

Capital Fund Management (CFM)’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	$21.6M	Sell	232,600 -21,700	-9%	-$1.93M	0.1%	290
2025 Q4	$20.4M	Sell	254,300 -216,000	-46%	-$17.9M	0.06%	487
2025 Q3	$35.5M	Sell	470,300 -3,300	-0.7%	-$241K	0.09%	293
2025 Q2	$32.9M	Sell	473,600 -291,600	-38%	-$20.3M	0.09%	312
2025 Q1	$54.2M	Sell	765,200 -250,400	-25%	-$17.7M	0.16%	180
2024 Q4	$72.8M	Sell	1,015,600 -78,200	-7%	-$6.07M	0.19%	153
2024 Q3	$92.5M	Buy	1,093,800 +239,900	+28%	+$18.7M	0.25%	95
2024 Q2	$60.5M	Sell	853,900 -164,600	-16%	-$11.7M	0.18%	160
2024 Q1	$65.1M	Sell	1,018,500 -1,098,900	-52%	-$64.4M	0.19%	139
2023 Q4	$129M	Buy	2,117,400 +526,000	+33%	+$30M	0.35%	45
2023 Q3	$91.2M	Buy	1,591,400 +777,000	+95%	+$53.8M	0.32%	62
2023 Q2	$60.4M	Sell	814,400 -147,200	-15%	-$11.1M	0.25%	98
2023 Q1	$74.1M	Buy	961,600 +769,300	+400%	+$59.2M	0.35%	52
2022 Q4	$16.1M	Buy	192,300 +63,200	+49%	+$5.11M	0.11%	261
2022 Q3	$10.1M	Buy	129,100 +101,600	+369%	+$8.62M	0.08%	324
2022 Q2	$2.13M	Sell	27,500 -107,300	-80%	-$8.17M	0.02%	797
2022 Q1	$11.4M	Sell	134,800 -108,400	-45%	-$8.69M	0.09%	305
2021 Q4	$22.7M	Sell	243,200 -169,000	-41%	-$14.6M	0.16%	162
2021 Q3	$32.4M	Buy	412,200 +223,900	+119%	+$18.1M	0.24%	98
2021 Q2	$13.8M	Sell	188,300 -51,800	-22%	-$3.89M	0.11%	234
2021 Q1	$18.2M	Sell	240,100 -272,400	-53%	-$21.3M	0.2%	133
2020 Q4	$39.5M	Buy	512,500 +407,700	+389%	+$30.5M	0.37%	56
2020 Q3	$7.27M	Sell	104,800 -341,600	-77%	-$23.6M	0.09%	259
2020 Q2	$26.8M	Buy	446,400 +92,800	+26%	+$5.55M	0.43%	52
2020 Q1	$21.3M	Sell	353,600 -66,000	-16%	-$4.15M	0.33%	73
2019 Q4	$25.4M	Buy	419,600 +242,000	+136%	+$14.1M	0.2%	123
2019 Q3	$10.3M	Sell	177,600 -56,000	-24%	-$3.03M	0.09%	285
2019 Q2	$12M	Buy	233,600 +62,000	+36%	+$3.05M	0.11%	259
2019 Q1	$8.29M	Sell	171,600 -216,400	-56%	-$9.89M	0.07%	346
2018 Q4	$16.9M	Sell	388,000 -13,200	-3%	-$577K	0.15%	169
2018 Q3	$16.8M	Buy	401,200 +321,200	+402%	+$13.7M	0.09%	326
2018 Q2	$3.34M	Buy	+80,000	New	+$3.23M	0.02%	894
2018 Q1	–	Sell	-431,200	Closed	-$16.8M	–	2066
2017 Q4	$16.8M	Buy	431,200 +268,800	+166%	+$10.4M	0.09%	264
2017 Q3	$5.95M	Buy	162,400 +69,200	+74%	+$2.53M	0.04%	494
2017 Q2	$3.27M	Buy	+93,200	New	+$3.19M	0.03%	607
2016 Q4	–	Sell	-58,000	Closed	-$1.77M	–	1788
2016 Q3	$1.77M	Sell	58,000 -142,000	-71%	-$4.47M	0.02%	798
2016 Q2	$6.52M	Buy	200,000 +184,000	+1,150%	+$5.52M	0.06%	356
2016 Q1	$473K	Buy	+16,000	New	+$449K	﹤0.01%	1170
2015 Q4	–	Sell	-14,400	Closed	-$351K	–	1661
2015 Q3	$351K	Sell	14,400 -2,800	-16%	-$71.2K	﹤0.01%	1178
2015 Q2	$422K	Sell	17,200 -81,200	-83%	-$2.06M	0.01%	1144
2015 Q1	$2.56M	Buy	98,400 +35,200	+56%	+$928K	0.03%	524
2014 Q4	$1.68M	Sell	63,200 -154,800	-71%	-$3.91M	0.02%	741
2014 Q3	$5.12M	Sell	218,000 -126,800	-37%	-$3.06M	0.06%	409
2014 Q2	$8.83M	Buy	344,800 +132,800	+63%	+$3.23M	0.09%	267
2014 Q1	$5.07M	Buy	212,000 +183,600	+646%	+$4.16M	0.06%	365
2013 Q4	$608K	Buy	28,400 +14,400	+103%	+$304K	0.01%	1189
2013 Q3	$281K	Buy	+14,000	New	+$289K	﹤0.01%	1386

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Fund Management (CFM)'s NEE Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 73,360 shares — an estimated $6.52M sold.

Capital Fund Management (CFM) first reported a position in NEE in Q3 2013 and held it in 18 quarters. The position peaked at $50.4M in Q4 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Capital Fund Management (CFM) reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Capital Fund Management (CFM) sold 73,360 NextEra Energy shares in Q1 2026, an estimated $6.52M.
Capital Fund Management (CFM) first reported a position in NextEra Energy in Q3 2013 and held it in 18 quarters.
Capital Fund Management (CFM)'s NextEra Energy position peaked at $50.4M in Q4 2023.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.