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 Q2	$21.1M	Buy	+240,391	New	+$21.7M	5.48%	3
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	-$286K	–	64
2018 Q1	$286K	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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Innovations's NEE Position: Q2 2026 in Review

Capital Innovations opened a new position in NextEra Energy (NEE) in Q2 2026: 240,391 shares worth $21.1M. The stake represents 5.48% of the portfolio and ranks #3 among its holdings. This is a return to the name: Capital Innovations previously reported a position in NEE as recently as Q4 2025.

Capital Innovations first reported a position in NEE in Q1 2015 and has held it in 11 quarters since. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Capital Innovations held 240,391 shares of NextEra Energy worth $21.1M as of Q2 2026.
NextEra Energy was a new Capital Innovations position in Q2 2026.
NextEra Energy made up 5.48% of Capital Innovations's portfolio in Q2 2026, its #3 holding.
Capital Innovations first reported a position in NextEra Energy in Q1 2015 and has held it in 11 quarters since.
3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.