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Capital Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Capital Investment Advisory Services’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 		$1.75M Sell
19,978
-627
-3% -$56.7K 0.11% 201
2026
Q1 		$1.91M Sell
20,605
-220
-1% -$19.6K 0.14% 159
2025
Q4 		$1.67M Buy
20,825
+785
+4% +$65K 0.12% 175
2025
Q3 		$1.51M Buy
20,040
+888
+5% +$64.9K 0.12% 177
2025
Q2 		$1.33M Buy
19,152
+279
+1% +$19.4K 0.11% 190
2025
Q1 		$1.34M Buy
18,873
+286
+2% +$20.2K 0.12% 176
2024
Q4 		$1.33M Buy
18,587
+44
+0.2% +$3.42K 0.13% 160
2024
Q3 		$1.57M Sell
18,543
-239
-1% -$18.7K 0.15% 146
2024
Q2 		$1.33M Sell
18,782
-101
-0.5% -$7.17K 0.14% 156
2024
Q1 		$1.21M Buy
18,883
+571
+3% +$33.5K 0.13% 172
2023
Q4 		$1.11M Buy
18,312
+1,137
+7% +$64.8K 0.1% 175
2023
Q3 		$984K Buy
17,175
+380
+2% +$26.3K 0.1% 179
2023
Q2 		$1.25M Buy
16,795
+381
+2% +$28.8K 0.12% 150
2023
Q1 		$1.27M Sell
16,414
-7,333
-31% -$564K 0.15% 138
2022
Q4 		$1.99M Sell
23,747
-917
-4% -$74.1K 0.24% 84
2022
Q3 		$1.93M Sell
24,664
-2,015
-8% -$171K 0.25% 79
2022
Q2 		$2.07M Buy
26,679
+392
+1% +$29.8K 0.25% 80
2022
Q1 		$2.23M Buy
26,287
+225
+0.9% +$18K 0.24% 84
2021
Q4 		$2.43M Sell
26,062
-184
-0.7% -$15.9K 0.29% 77
2021
Q3 		$2.06M Buy
26,246
+1,465
+6% +$118K 0.26% 77
2021
Q2 		$1.82M Buy
24,781
+3,034
+14% +$228K 0.23% 90
2021
Q1 		$1.64M Sell
21,747
-548
-2% -$42.8K 0.23% 95
2020
Q4 		$1.72M Buy
22,295
+4,183
+23% +$313K 0.26% 89
2020
Q3 		$1.26M Sell
18,112
-1,056
-6% -$72.9K 0.24% 96
2020
Q2 		$1.15M Buy
19,168
+452
+2% +$27.1K 0.23% 93
2020
Q1 		$1.13M Buy
18,716
+5,204
+39% +$327K 0.27% 80
2019
Q4 		$818K Buy
13,512
+1,436
+12% +$83.8K 0.22% 100
2019
Q3 		$703K Buy
12,076
+40
+0.3% +$2.17K 0.2% 103
2019
Q2 		$630K Buy
12,036
+9,824
+444% +$483K 0.19% 112
2019
Q1 		$107K Sell
2,212
-144
-6% -$6.58K 0.04% 320
2018
Q4 		$102K Buy
+2,356
New +$103K 0.04% 291

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Investment Advisory Services's NEE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its NextEra Energy (NEE) stake by 3% in Q2 2026, selling an estimated $56.7K and leaving 19,978 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #201.

Capital Investment Advisory Services first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.43M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Capital Investment Advisory Services held 19,978 shares of NextEra Energy worth $1.75M as of Q2 2026.
  • Capital Investment Advisory Services sold 627 NextEra Energy shares in Q2 2026, an estimated $56.7K.
  • NextEra Energy made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #201 holding.
  • Capital Investment Advisory Services first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's NextEra Energy position peaked at $2.43M in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.