Capital Innovations’s NextEra Energy NEE Stock Holding History

Capital Innovations’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	–	Sell	-240,391	Closed	-$19.3M	–	79
2025 Q4	$19.3M	Buy	+240,391	New	+$19.9M	5.5%	4
2020 Q1	$225K	Buy	+58,400	New	+$3.67M	33.73%	1
2018 Q2	–	Sell	-7,000	Closed	-$286	–	64
2018 Q1	$286	Buy	+7,000	New	+$270K	0.7%	55
2016 Q4	–	Sell	-13,180	Closed	-$403K	–	63
2016 Q3	$403K	Sell	13,180 -80	-0.6%	-$2.52K	1.01%	40
2016 Q2	$432K	Sell	13,260 -360	-3%	-$10.8K	1.26%	30
2016 Q1	$403K	Hold	13,620	–	–	0.71%	44
2015 Q4	$354K	Hold	13,620	–	–	0.46%	53
2015 Q3	$332K	Buy	13,620 +680	+5%	+$17.3K	0.38%	70
2015 Q2	$317K	Buy	12,940 +960	+8%	+$24.4K	0.31%	67
2015 Q1	$312K	Buy	+11,980	New	+$316K	0.27%	69

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Innovations's NEE Position: Q1 2026 in Review

Capital Innovations sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 240,391 shares — an estimated $19.3M sold.

Capital Innovations first reported a position in NEE in Q1 2015 and held it in 10 quarters. The position peaked at $19.3M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Capital Innovations reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 240,391 NextEra Energy shares in Q1 2026, an estimated $19.3M.
Capital Innovations first reported a position in NextEra Energy in Q1 2015 and held it in 10 quarters.
Capital Innovations's NextEra Energy position peaked at $19.3M in Q4 2025.
3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.