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Capital Investment Advisors’s NextEra Energy NEE Stock Holding History

Capital Investment Advisors’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 		$6.67M Buy
71,816
+5,352
+8% +$476K 0.1% 142
2025
Q4 		$5.34M Buy
66,464
+2,424
+4% +$201K 0.08% 149
2025
Q3 		$4.83M Buy
64,040
+1,598
+3% +$117K 0.08% 148
2025
Q2 		$4.33M Sell
62,442
-2,092
-3% -$145K 0.08% 152
2025
Q1 		$4.57M Buy
64,534
+2,134
+3% +$151K 0.09% 144
2024
Q4 		$4.47M Buy
62,400
+951
+2% +$73.9K 0.09% 142
2024
Q3 		$5.19M Buy
61,449
+3,129
+5% +$244K 0.11% 137
2024
Q2 		$4.13M Sell
58,320
-3,428
-6% -$243K 0.09% 143
2024
Q1 		$3.95M Sell
61,748
-1,481
-2% -$86.8K 0.09% 143
2023
Q4 		$3.84M Sell
63,229
-12,837
-17% -$732K 0.1% 140
2023
Q3 		$4.36M Buy
76,066
+27,592
+57% +$1.91M 0.12% 130
2023
Q2 		$3.6M Sell
48,474
-13,985
-22% -$1.06M 0.11% 122
2023
Q1 		$4.81M Sell
62,459
-628
-1% -$48.3K 0.14% 120
2022
Q4 		$5.27M Buy
63,087
+3,017
+5% +$244K 0.16% 117
2022
Q3 		$4.71M Buy
60,070
+3,695
+7% +$313K 0.16% 117
2022
Q2 		$4.37M Sell
56,375
-137
-0.2% -$10.4K 0.14% 120
2022
Q1 		$4.79M Buy
56,512
+1,601
+3% +$128K 0.15% 120
2021
Q4 		$5.13M Buy
54,911
+2,846
+5% +$246K 0.16% 113
2021
Q3 		$4.09M Buy
52,065
+809
+2% +$65.2K 0.14% 125
2021
Q2 		$3.76M Buy
51,256
+4
+0% +$300 0.13% 128
2021
Q1 		$3.88M Buy
51,252
+3,379
+7% +$264K 0.15% 118
2020
Q4 		$3.69M Buy
47,873
+4,661
+11% +$349K 0.15% 108
2020
Q3 		$3M Buy
43,212
+232
+0.5% +$16K 0.14% 111
2020
Q2 		$2.58M Buy
42,980
+6,832
+19% +$409K 0.13% 117
2020
Q1 		$2.17M Sell
36,148
-68
-0.2% -$4.27K 0.14% 122
2019
Q4 		$2.19M Sell
36,216
-2,092
-5% -$122K 0.11% 152
2019
Q3 		$2.23M Buy
38,308
+10,104
+36% +$547K 0.12% 144
2019
Q2 		$1.45M Sell
28,204
-596
-2% -$29.3K 0.08% 175
2019
Q1 		$1.39M Sell
28,800
-296
-1% -$13.5K 0.08% 176
2018
Q4 		$1.26M Sell
29,096
-692
-2% -$30.3K 0.08% 180
2018
Q3 		$1.25M Buy
29,788
+11,112
+59% +$473K 0.07% 193
2018
Q2 		$780K Sell
18,676
-848
-4% -$34.2K 0.05% 237
2018
Q1 		$797K Sell
19,524
-3,592
-16% -$139K 0.05% 235
2017
Q4 		$903K Sell
23,116
-252
-1% -$9.73K 0.06% 224
2017
Q3 		$856K Sell
23,368
-1,076
-4% -$39.4K 0.06% 228
2017
Q2 		$856K Buy
24,444
+2,880
+13% +$98.4K 0.06% 226
2017
Q1 		$692K Sell
21,564
-396
-2% -$12.5K 0.05% 240
2016
Q4 		$656K Sell
21,960
-3,668
-14% -$110K 0.06% 243
2016
Q3 		$784K Sell
25,628
-176
-0.7% -$5.54K 0.07% 222
2016
Q2 		$841K Buy
25,804
+304
+1% +$9.13K 0.08% 210
2016
Q1 		$754K Buy
25,500
+16,280
+177% +$457K 0.07% 204
2015
Q4 		$239K Buy
+9,220
New +$233K 0.02% 350

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Investment Advisors's NEE Position: Q1 2026 in Review

Capital Investment Advisors increased its NextEra Energy (NEE) stake by 8.1% in Q1 2026, buying an estimated $476K and bringing the position to 71,816 shares worth $6.67M. The position accounts for 0.1% of the portfolio, ranked #142.

Capital Investment Advisors first reported a position in NEE in Q4 2015 and has held it in 42 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Capital Investment Advisors held 71,816 shares of NextEra Energy worth $6.67M as of Q1 2026.
  • Capital Investment Advisors bought 5,352 NextEra Energy shares in Q1 2026, an estimated $476K.
  • NextEra Energy made up 0.1% of Capital Investment Advisors's portfolio in Q1 2026, its #142 holding.
  • Capital Investment Advisors first reported a position in NextEra Energy in Q4 2015 and has held it in 42 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.