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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital & Planning LLC's NEE Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in NextEra Energy (NEE) in Q1 2026: 75 shares worth $6.97K. The stake represents ﹤0.01% of the portfolio and ranks #109 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in NEE as recently as Q4 2024.

Capital & Planning LLC first reported a position in NEE in Q4 2024 and has held it in 2 quarters since. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Capital & Planning LLC held 75 shares of NextEra Energy worth $6.97K as of Q1 2026.
  • NextEra Energy was a new Capital & Planning LLC position in Q1 2026.
  • NextEra Energy made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #109 holding.
  • Capital & Planning LLC first reported a position in NextEra Energy in Q4 2024 and has held it in 2 quarters since.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.