Capstone Financial Advisors’s NextEra Energy NEE Stock Holding History

Capstone Financial 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
2023 Q1	–	Sell	-2,427	Closed	-$203K	–	144
2022 Q4	$203K	Buy	+2,427	New	+$196K	0.02%	116
2022 Q2	–	Sell	-2,487	Closed	-$211K	–	148
2022 Q1	$211K	Sell	2,487 -210	-8%	-$16.8K	0.02%	117
2021 Q4	$252K	Hold	2,697	–	–	0.02%	109
2021 Q3	$212K	Buy	+2,697	New	+$218K	0.02%	123
2021 Q1	–	Sell	-2,816	Closed	-$217K	–	138
2020 Q4	$217K	Sell	2,816 -88	-3%	-$6.58K	0.02%	101
2020 Q3	$201K	Buy	+2,904	New	+$200K	0.02%	95

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capstone Financial Advisors's NEE Position: Q1 2023 in Review

Capstone Financial Advisors sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,427 shares — an estimated $203K sold.

Capstone Financial Advisors first reported a position in NEE in Q3 2020 and held it in 6 quarters. The position peaked at $252K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Capstone Financial Advisors reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Capstone Financial Advisors sold 2,427 NextEra Energy shares in Q1 2023, an estimated $203K.
Capstone Financial Advisors first reported a position in NextEra Energy in Q3 2020 and held it in 6 quarters.
Capstone Financial Advisors's NextEra Energy position peaked at $252K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Capstone Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.