Capital Management Associates (New York)’s NextEra Energy NEE Stock Holding History

Capital Management Associates (New York)’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	$1.02M	Hold	11,000	–	–	1.7%	28
2025 Q4	$883K	Hold	11,000	–	–	1.3%	33
2025 Q3	$830K	Hold	11,000	–	–	1.24%	34
2025 Q2	$764K	Hold	11,000	–	–	1.25%	36
2025 Q1	$780K	Hold	11,000	–	–	1.52%	32
2024 Q4	$789K	Hold	11,000	–	–	0.93%	40
2024 Q3	$930K	Buy	+11,000	New	+$858K	1.04%	38
2024 Q1	–	Sell	-7,500	Closed	-$456K	–	81
2023 Q4	$456K	Hold	7,500	–	–	0.58%	66
2023 Q3	$430K	Buy	+7,500	New	+$519K	0.63%	60
2023 Q1	–	Sell	-17,100	Closed	-$1.43M	–	98
2022 Q4	$1.43M	Hold	17,100	–	–	2.12%	15
2022 Q3	$1.34M	Buy	17,100 +4,000	+31%	+$339K	1.95%	16
2022 Q2	$1.01M	Buy	+13,100	New	+$997K	1.49%	27

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Management Associates (New York)'s NEE Position: Q1 2026 in Review

Capital Management Associates (New York) held its NextEra Energy (NEE) position steady in Q1 2026 at 11,000 shares worth $1.02M. The position accounts for 1.7% of the portfolio, ranked #28.

Capital Management Associates (New York) first reported a position in NEE in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Capital Management Associates (New York) held 11,000 shares of NextEra Energy worth $1.02M as of Q1 2026.
Capital Management Associates (New York) left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 1.7% of Capital Management Associates (New York)'s portfolio in Q1 2026, its #28 holding.
Capital Management Associates (New York) first reported a position in NextEra Energy in Q2 2022 and has held it in 12 quarters since.
Capital Management Associates (New York)'s NextEra Energy position peaked at $1.43M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2026, filed 4 May 2026.