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Capital Market Strategies’s NextEra Energy NEE Stock Holding History

Capital Market Strategies’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
Q2 		$923K Sell
13,295
-3,216
-19% -$223K 0.64% 34
2025
Q1 		$1.17M Sell
16,511
-3,122
-16% -$220K 0.78% 28
2024
Q4 		$1.41M Sell
19,633
-187
-0.9% -$14.5K 0.81% 26
2024
Q3 		$1.68M Sell
19,820
-63
-0.3% -$4.92K 1.01% 19
2024
Q2 		$1.41M Buy
19,883
+3,900
+24% +$277K 0.89% 23
2024
Q1 		$1.02M Sell
15,983
-1,038
-6% -$60.8K 0.78% 30
2023
Q4 		$1.03M Buy
17,021
+1,705
+11% +$97.2K 0.9% 22
2023
Q3 		$808K Sell
15,316
-74
-0.5% -$5.12K 0.81% 27
2023
Q2 		$1.14M Buy
15,390
+65
+0.4% +$4.92K 1.06% 20
2023
Q1 		$1.18M Sell
15,325
-5
-0% -$385 2.1% 11
2022
Q4 		$1.28M Buy
15,330
+59
+0.4% +$4.77K 1.38% 15
2022
Q3 		$1.2M Buy
15,271
+84
+0.6% +$7.13K 1.35% 15
2022
Q2 		$1.18M Buy
15,187
+50
+0.3% +$3.81K 1.23% 18
2022
Q1 		$1.28M Buy
15,137
+133
+0.9% +$10.7K 1.11% 21
2021
Q4 		$1.4M Buy
+15,004
New +$1.3M 1.15% 22

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Market Strategies's NEE Position: Q2 2025 in Review

Capital Market Strategies reduced its NextEra Energy (NEE) stake by 19% in Q2 2025, selling an estimated $223K and leaving 13,295 shares worth $923K. The position accounts for 0.64% of the portfolio, ranked #34.

Capital Market Strategies first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.68M in Q3 2024. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Capital Market Strategies held 13,295 shares of NextEra Energy worth $923K as of Q2 2025.
  • Capital Market Strategies sold 3,216 NextEra Energy shares in Q2 2025, an estimated $223K.
  • NextEra Energy made up 0.64% of Capital Market Strategies's portfolio in Q2 2025, its #34 holding.
  • Capital Market Strategies first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
  • Capital Market Strategies's NextEra Energy position peaked at $1.68M in Q3 2024.
  • 2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.