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 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 $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 Performance Advisors's NEE Position: Q1 2026 in Review

Capital Performance Advisors increased its NextEra Energy (NEE) stake by 9.7% in Q1 2026, buying an estimated $40.2K and bringing the position to 5,131 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #230.

Capital Performance Advisors first reported a position in NEE in Q3 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Capital Performance Advisors held 5,131 shares of NextEra Energy worth $477K as of Q1 2026.
Capital Performance Advisors bought 452 NextEra Energy shares in Q1 2026, an estimated $40.2K.
NextEra Energy made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #230 holding.
Capital Performance Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.