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Capital Insight Partners’s NextEra Energy NEE Stock Holding History

Capital Insight Partners’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
2025
Q4 		– Sell
-6,940
Closed -$524K – 154
2025
Q3 		$524K Sell
6,940
-110
-2% -$8.04K 0.09% 131
2025
Q2 		$489K Buy
+7,050
New +$490K 0.09% 132
2023
Q3 		– Sell
-3,355
Closed -$249K – 167
2023
Q2 		$249K Sell
3,355
-580
-15% -$43.9K 0.06% 152
2023
Q1 		$303K Buy
3,935
+740
+23% +$56.9K 0.07% 141
2022
Q4 		$267K Buy
3,195
+495
+18% +$40K 0.07% 142
2022
Q3 		$212K Sell
2,700
-995
-27% -$84.4K 0.06% 141
2022
Q2 		$286K Sell
3,695
-1,230
-25% -$93.6K 0.07% 144
2022
Q1 		$417K Hold
4,925
– – 0.09% 137
2021
Q4 		$460K Sell
4,925
-275
-5% -$23.8K 0.09% 126
2021
Q3 		$408K Hold
5,200
– – 0.09% 129
2021
Q2 		$381K Hold
5,200
– – 0.09% 130
2021
Q1 		$393K Sell
5,200
-1,200
-19% -$93.7K 0.1% 128
2020
Q4 		$494K Hold
6,400
– – 0.12% 125
2020
Q3 		$444K Hold
6,400
– – 0.12% 126
2020
Q2 		$384K Hold
6,400
– – 0.12% 128
2020
Q1 		$385K Sell
6,400
-3,200
-33% -$201K 0.2% 80
2019
Q4 		$581K Sell
9,600
-2,400
-20% -$140K 0.27% 79
2019
Q3 		$699K Buy
+12,000
New +$649K 0.61% 66
2018
Q2 		– Sell
-12,000
Closed -$490K – 77
2018
Q1 		$490K Hold
12,000
– – 0.4% 61
2017
Q4 		$469K Hold
12,000
– – 0.37% 63
2017
Q3 		$440K Hold
12,000
– – 0.37% 62
2017
Q2 		$420K Buy
+12,000
New +$410K 0.37% 61
2016
Q4 		– Sell
-16,000
Closed -$489K – 70
2016
Q3 		$489K Buy
+16,000
New +$504K 0.47% 56

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Insight Partners's NEE Position: Q4 2025 in Review

Capital Insight Partners sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 6,940 shares — an estimated $524K sold.

Capital Insight Partners first reported a position in NEE in Q3 2016 and held it in 23 quarters. The position peaked at $699K in Q3 2019. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Capital Insight Partners reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
  • Capital Insight Partners sold 6,940 NextEra Energy shares in Q4 2025, an estimated $524K.
  • Capital Insight Partners first reported a position in NextEra Energy in Q3 2016 and held it in 23 quarters.
  • Capital Insight Partners's NextEra Energy position peaked at $699K in Q3 2019.
  • 2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.