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Capital Planning Advisors’s NextEra Energy NEE Stock Holding History

Capital Planning 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 		$1.7M Buy
18,347
+2,107
+13% +$187K 0.25% 60
2025
Q4 		$1.3M Buy
16,240
+2,908
+22% +$241K 0.17% 78
2025
Q3 		$1.01M Buy
+13,332
New +$974K 0.14% 89

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Planning Advisors's NEE Position: Q1 2026 in Review

Capital Planning Advisors increased its NextEra Energy (NEE) stake by 13% in Q1 2026, buying an estimated $187K and bringing the position to 18,347 shares worth $1.7M. The position accounts for 0.25% of the portfolio, ranked #60.

Capital Planning Advisors first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Capital Planning Advisors held 18,347 shares of NextEra Energy worth $1.7M as of Q1 2026.
  • Capital Planning Advisors bought 2,107 NextEra Energy shares in Q1 2026, an estimated $187K.
  • NextEra Energy made up 0.25% of Capital Planning Advisors's portfolio in Q1 2026, its #60 holding.
  • Capital Planning Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.