Capital Performance Advisors’s NextEra Energy NEE Stock Holding History

Capital Performance 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 Q2	$268K	Sell	3,057 -2,074	-40%	-$188K	0.02%	244
2026 Q1	$477K	Buy	5,131 +452	+10%	+$40.2K	0.03%	230
2025 Q4	$376K	Buy	4,679 +1,416	+43%	+$117K	0.03%	266
2025 Q3	$246K	Buy	3,263 +273	+9%	+$19.9K	0.04%	267
2025 Q2	$208K	Sell	2,990 -624	-17%	-$43.3K	0.04%	242
2025 Q1	$256K	Buy	+3,614	New	+$255K	0.06%	186
2024 Q4	–	Sell	-1,016	Closed	-$85.9K	–	1759
2024 Q3	$85.9K	Buy	+1,016	New	+$79.3K	0.03%	232

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Performance Advisors's NEE Position: Q2 2026 in Review

Capital Performance Advisors reduced its NextEra Energy (NEE) stake by 40% in Q2 2026, selling an estimated $188K and leaving 3,057 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #244.

Capital Performance Advisors first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $477K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Capital Performance Advisors held 3,057 shares of NextEra Energy worth $268K as of Q2 2026.
Capital Performance Advisors sold 2,074 NextEra Energy shares in Q2 2026, an estimated $188K.
NextEra Energy made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #244 holding.
Capital Performance Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
Capital Performance Advisors's NextEra Energy position peaked at $477K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.