Capital Management Associates Inc’s NextEra Energy NEE Stock Holding History

Capital Management Associates Inc’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	$298K	Buy	3,390 +96	+3%	+$8.68K	0.06%	132
2026 Q1	$306K	Sell	3,294 -62	-2%	-$5.51K	0.07%	122
2025 Q4	$269K	Sell	3,356 -24	-0.7%	-$1.99K	0.06%	135
2025 Q3	$255K	Buy	+3,380	New	+$247K	0.07%	121
2025 Q2	–	Sell	-5,274	Closed	-$374K	–	136
2025 Q1	$374K	Buy	+5,274	New	+$372K	0.08%	93
2024 Q4	–	Sell	-2,680	Closed	-$227K	–	110
2024 Q3	$227K	Sell	2,680 -686	-20%	-$53.5K	0.09%	91
2024 Q2	$238K	Buy	+3,366	New	+$239K	0.14%	70

Other funds holding NEE

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Capital Management Associates Inc's NEE Position: Q2 2026 in Review

Capital Management Associates Inc increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $8.68K and bringing the position to 3,390 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #132.

Capital Management Associates Inc first reported a position in NEE in Q2 2024 and has held it in 7 quarters since. The position peaked at $374K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Capital Management Associates Inc held 3,390 shares of NextEra Energy worth $298K as of Q2 2026.
Capital Management Associates Inc bought 96 NextEra Energy shares in Q2 2026, an estimated $8.68K.
NextEra Energy made up 0.06% of Capital Management Associates Inc's portfolio in Q2 2026, its #132 holding.
Capital Management Associates Inc first reported a position in NextEra Energy in Q2 2024 and has held it in 7 quarters since.
Capital Management Associates Inc's NextEra Energy position peaked at $374K in Q1 2025.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.