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Caprock Group’s NextEra Energy NEE Stock Holding History

Caprock Group’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 		$3.76M Sell
42,810
-3,335
-7% -$302K 0.07% 224
2026
Q1 		$4.29M Buy
46,145
+3,772
+9% +$335K 0.1% 168
2025
Q4 		$3.4M Buy
42,373
+2,904
+7% +$241K 0.07% 232
2025
Q3 		$2.87M Buy
+39,469
New +$2.88M 0.07% 252
2025
Q1 		$2.47M Buy
34,861
+840
+2% +$59.3K 0.08% 235
2024
Q4 		$2.44M Buy
34,021
+61
+0.2% +$4.74K 0.08% 220
2024
Q3 		$2.87M Buy
33,960
+2,616
+8% +$204K 0.1% 167
2024
Q2 		$2.22M Buy
31,344
+14,116
+82% +$1M 0.09% 182
2024
Q1 		$1.1M Buy
17,228
+4,606
+36% +$270K 0.06% 226
2023
Q4 		$767K Sell
12,622
-5,825
-32% -$332K 0.05% 286
2023
Q3 		$1.06M Buy
18,447
+2,714
+17% +$188K 0.08% 198
2023
Q2 		$1.17M Sell
15,733
-330
-2% -$25K 0.09% 188
2023
Q1 		$1.24M Buy
16,063
+3,819
+31% +$294K 0.1% 166
2022
Q4 		$1.02M Sell
12,244
-268
-2% -$21.6K 0.1% 166
2022
Q3 		$981K Buy
12,512
+72
+0.6% +$6.11K 0.09% 156
2022
Q2 		$964K Buy
12,440
+1,878
+18% +$143K 0.09% 160
2022
Q1 		$895K Sell
10,562
-17
-0.2% -$1.36K 0.08% 193
2021
Q4 		$988K Sell
10,579
-789
-7% -$68.2K 0.08% 177
2021
Q3 		$893K Sell
11,368
-843
-7% -$68K 0.08% 175
2021
Q2 		$895K Sell
12,211
-3,793
-24% -$285K 0.08% 177
2021
Q1 		$1.21M Buy
16,004
+2,876
+22% +$224K 0.13% 127
2020
Q4 		$1.01M Sell
13,128
-1,012
-7% -$75.7K 0.12% 140
2020
Q3 		$981K Sell
14,140
-748
-5% -$51.6K 0.13% 121
2020
Q2 		$894K Buy
14,888
+2,244
+18% +$134K 0.13% 122
2020
Q1 		$761K Sell
12,644
-1,468
-10% -$92.3K 0.14% 114
2019
Q4 		$854K Buy
14,112
+256
+2% +$14.9K 0.15% 113
2019
Q3 		$807K Buy
13,856
+28
+0.2% +$1.51K 0.16% 107
2019
Q2 		$708K Sell
13,828
-3,532
-20% -$174K 0.14% 126
2019
Q1 		$839K Sell
17,360
-472
-3% -$21.6K 0.16% 116
2018
Q4 		$775K Buy
17,832
+1,192
+7% +$52.1K 0.18% 109
2018
Q3 		$697K Sell
16,640
-368
-2% -$15.7K 0.14% 131
2018
Q2 		$710K Buy
17,008
+1,676
+11% +$67.7K 0.15% 130
2018
Q1 		$626K Buy
15,332
+784
+5% +$30.2K 0.13% 140
2017
Q4 		$547K Buy
14,548
+2,016
+16% +$77.8K 0.11% 189
2017
Q3 		$459K Buy
12,532
+896
+8% +$32.8K 0.1% 203
2017
Q2 		$408K Sell
11,636
-3,732
-24% -$128K 0.09% 213
2017
Q1 		$493K Buy
15,368
+544
+4% +$17.1K 0.12% 168
2016
Q4 		$443K Sell
14,824
-120
-0.8% -$3.59K 0.11% 168
2016
Q3 		$457K Sell
14,944
-400
-3% -$12.6K 0.1% 179
2016
Q2 		$500K Sell
15,344
-1,364
-8% -$41K 0.12% 161
2016
Q1 		$494K Buy
+16,708
New +$469K 0.12% 160

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Caprock Group's NEE Position: Q2 2026 in Review

Caprock Group reduced its NextEra Energy (NEE) stake by 7.2% in Q2 2026, selling an estimated $302K and leaving 42,810 shares worth $3.76M. The position accounts for 0.07% of the portfolio, ranked #224.

Caprock Group first reported a position in NEE in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.29M in Q1 2026. 1,233 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Caprock Group held 42,810 shares of NextEra Energy worth $3.76M as of Q2 2026.
  • Caprock Group sold 3,335 NextEra Energy shares in Q2 2026, an estimated $302K.
  • NextEra Energy made up 0.07% of Caprock Group's portfolio in Q2 2026, its #224 holding.
  • Caprock Group first reported a position in NextEra Energy in Q1 2016 and has held it in 41 quarters since.
  • Caprock Group's NextEra Energy position peaked at $4.29M in Q1 2026.
  • 1,233 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.