Capital & Planning LLC’s NextEra Energy NEE Stock Holding History

Capital & Planning LLC’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	–	Sell	-75	Closed	-$6.97K	–	110
2026 Q1	$6.97K	Buy	+75	New	+$6.67K	﹤0.01%	109
2025 Q1	–	Sell	-60	Closed	-$4.3K	–	123
2024 Q4	$4.3K	Buy	+60	New	+$4.66K	﹤0.01%	127

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 & Planning LLC's NEE Position: Q2 2026 in Review

Capital & Planning LLC sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 75 shares — an estimated $6.97K sold.

Capital & Planning LLC first reported a position in NEE in Q4 2024 and held it in 2 quarters. The position peaked at $6.97K in Q1 2026. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Capital & Planning LLC reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 75 NextEra Energy shares in Q2 2026, an estimated $6.97K.
Capital & Planning LLC first reported a position in NextEra Energy in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's NextEra Energy position peaked at $6.97K in Q1 2026.
3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.