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	$24.1M	Buy	259,300 +60,400	+30%	+$5.37M	0.11%	254
2025 Q4	$16M	Sell	198,900 -196,000	-50%	-$16.2M	0.04%	589
2025 Q3	$29.8M	Sell	394,900 -284,000	-42%	-$20.8M	0.08%	352
2025 Q2	$47.1M	Sell	678,900 -230,500	-25%	-$16M	0.13%	218
2025 Q1	$64.5M	Sell	909,400 -1,200	-0.1%	-$84.7K	0.19%	144
2024 Q4	$65.3M	Buy	910,600 +50,600	+6%	+$3.93M	0.17%	170
2024 Q3	$72.7M	Buy	860,000 +91,700	+12%	+$7.16M	0.2%	133
2024 Q2	$54.4M	Sell	768,300 -119,600	-13%	-$8.49M	0.16%	180
2024 Q1	$56.7M	Sell	887,900 -989,800	-53%	-$58M	0.16%	170
2023 Q4	$114M	Buy	1,877,700 +923,900	+97%	+$52.7M	0.31%	52
2023 Q3	$54.6M	Buy	953,800 +397,600	+71%	+$27.5M	0.19%	137
2023 Q2	$41.3M	Sell	556,200 -168,700	-23%	-$12.8M	0.17%	158
2023 Q1	$55.9M	Buy	724,900 +520,800	+255%	+$40.1M	0.27%	92
2022 Q4	$17.1M	Sell	204,100 -6,500	-3%	-$525K	0.11%	243
2022 Q3	$16.5M	Buy	210,600 +145,600	+224%	+$12.4M	0.13%	203
2022 Q2	$5.03M	Sell	65,000 -49,300	-43%	-$3.75M	0.05%	512
2022 Q1	$9.68M	Sell	114,300 -24,600	-18%	-$1.97M	0.08%	344
2021 Q4	$13M	Sell	138,900 -76,100	-35%	-$6.58M	0.09%	292
2021 Q3	$16.9M	Buy	215,000 +157,000	+271%	+$12.7M	0.13%	214
2021 Q2	$4.25M	Sell	58,000 -60,300	-51%	-$4.53M	0.03%	627
2021 Q1	$8.94M	Sell	118,300 -219,600	-65%	-$17.1M	0.1%	257
2020 Q4	$26.1M	Buy	337,900 +275,100	+438%	+$20.6M	0.25%	99
2020 Q3	$4.36M	Sell	62,800 -89,200	-59%	-$6.16M	0.05%	388
2020 Q2	$9.13M	Buy	152,000 +32,800	+28%	+$1.96M	0.14%	207
2020 Q1	$7.17M	Sell	119,200 -121,600	-50%	-$7.64M	0.11%	246
2019 Q4	$14.6M	Buy	240,800 +102,800	+74%	+$6M	0.11%	227
2019 Q3	$8.04M	Sell	138,000 -80,000	-37%	-$4.33M	0.07%	342
2019 Q2	$11.2M	Buy	218,000 +40,000	+22%	+$1.97M	0.1%	281
2019 Q1	$8.6M	Sell	178,000 -62,000	-26%	-$2.83M	0.08%	335
2018 Q4	$10.4M	Sell	240,000 -26,800	-10%	-$1.17M	0.09%	311
2018 Q3	$11.2M	Buy	266,800 +236,000	+766%	+$10M	0.06%	455
2018 Q2	$1.29M	Buy	+30,800	New	+$1.24M	0.01%	1244
2018 Q1	–	Sell	-303,600	Closed	-$11.9M	–	2067
2017 Q4	$11.9M	Buy	303,600 +128,800	+74%	+$4.97M	0.07%	360
2017 Q3	$6.4M	Buy	174,800 +88,000	+101%	+$3.22M	0.05%	469
2017 Q2	$3.04M	Buy	+86,800	New	+$2.97M	0.02%	615
2017 Q1	–	Sell	-8,400	Closed	-$251K	–	1705
2016 Q4	$251K	Sell	8,400 -47,200	-85%	-$1.41M	﹤0.01%	1496
2016 Q3	$1.7M	Sell	55,600 -61,200	-52%	-$1.93M	0.02%	811
2016 Q2	$3.81M	Buy	116,800 +100,000	+595%	+$3M	0.04%	518
2016 Q1	$497K	Sell	16,800 -12,800	-43%	-$359K	﹤0.01%	1147
2015 Q4	$769K	Sell	29,600 -17,200	-37%	-$435K	0.01%	971
2015 Q3	$1.14M	Buy	46,800 +8,400	+22%	+$214K	0.01%	774
2015 Q2	$941K	Sell	38,400 -19,200	-33%	-$488K	0.01%	848
2015 Q1	$1.5M	Sell	57,600 -111,200	-66%	-$2.93M	0.02%	657
2014 Q4	$4.49M	Sell	168,800 -70,400	-29%	-$1.78M	0.05%	472
2014 Q3	$5.61M	Sell	239,200 -26,000	-10%	-$628K	0.06%	383
2014 Q2	$6.79M	Buy	265,200 +130,800	+97%	+$3.18M	0.07%	343
2014 Q1	$3.21M	Buy	134,400 +104,400	+348%	+$2.37M	0.04%	502
2013 Q4	$642K	Buy	+30,000	New	+$632K	0.01%	1167

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.