Capstone Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,869
| Closed | -$611K | – | 1771 |
|
|
2025
Q4 | $551K | Sell |
6,869
-32,446
| -83% | -$2.69M | ﹤0.01% | 1114 |
|
|
2025
Q3 | $2.97M | Sell |
39,315
-76
| -0.2% | -$5.55K | 0.01% | 630 |
|
|
2025
Q2 | $2.73M | Buy |
39,391
+4,302
| +12% | +$299K | 0.01% | 545 |
|
|
2025
Q1 | $2.49M | Buy |
35,089
+396
| +1% | +$28K | 0.01% | 635 |
|
|
2024
Q4 | $2.49M | Buy |
34,693
+29,941
| +630% | +$2.33M | 0.01% | 777 |
|
|
2024
Q3 | $402K | Sell |
4,752
-474
| -9% | -$37K | ﹤0.01% | 1280 |
|
|
2024
Q2 | $370K | Sell |
5,226
-18,069
| -78% | -$1.28M | ﹤0.01% | 1469 |
|
|
2024
Q1 | $1.49M | Sell |
23,295
-12,134
| -34% | -$711K | 0.01% | 924 |
|
|
2023
Q4 | $2.15M | Sell |
35,429
-93,996
| -73% | -$5.36M | 0.01% | 775 |
|
|
2023
Q3 | $7.41M | Buy |
129,425
+109,792
| +559% | +$7.6M | 0.03% | 339 |
|
|
2023
Q2 | $1.46M | Buy |
19,633
+9,983
| +103% | +$756K | 0.01% | 737 |
|
|
2023
Q1 | $744K | Sell |
9,650
-20,176
| -68% | -$1.55M | ﹤0.01% | 882 |
|
|
2022
Q4 | $2.49M | Buy |
29,826
+7,826
| +36% | +$632K | 0.02% | 631 |
|
|
2022
Q3 | $1.73M | Sell |
22,000
-2,225
| -9% | -$189K | 0.01% | 816 |
|
|
2022
Q2 | $1.88M | Sell |
24,225
-58,595
| -71% | -$4.46M | 0.01% | 793 |
|
|
2022
Q1 | $7.02M | Buy |
+82,820
| New | +$6.64M | 0.02% | 587 |
|
|
2021
Q4 | – | Sell |
-138,916
| Closed | -$12M | – | 2010 |
|
|
2021
Q3 | $10.9M | Buy |
138,916
+4,119
| +3% | +$332K | 0.02% | 595 |
|
|
2021
Q2 | $9.88M | Buy |
134,797
+94,088
| +231% | +$7.06M | 0.02% | 539 |
|
|
2021
Q1 | $3.08M | Buy |
+40,709
| New | +$3.18M | 0.01% | 782 |
|
|
2020
Q4 | – | Sell |
-10,748
| Closed | -$804K | – | 1730 |
|
|
2020
Q3 | $746K | Buy |
+10,748
| New | +$742K | ﹤0.01% | 1090 |
|
|
2020
Q1 | – | Sell |
-28,408
| Closed | -$1.79M | – | 1309 |
|
|
2019
Q4 | $1.72M | Buy |
28,408
+14,460
| +104% | +$844K | 0.01% | 877 |
|
|
2019
Q3 | $812K | Buy |
+13,948
| New | +$755K | 0.01% | 988 |
|
|
2019
Q1 | – | Sell |
-4,160
| Closed | -$190K | – | 1337 |
|
|
2018
Q4 | $181K | Sell |
4,160
-8,076
| -66% | -$353K | ﹤0.01% | 1050 |
|
|
2018
Q3 | $513K | Sell |
12,236
-4,608
| -27% | -$196K | 0.01% | 791 |
|
|
2018
Q2 | $703K | Buy |
+16,844
| New | +$680K | 0.01% | 442 |
|
|
2017
Q2 | – | Sell |
-87,280
| Closed | -$2.8M | – | 839 |
|
|
2017
Q1 | $2.8M | Sell |
87,280
-86,480
| -50% | -$2.72M | 0.07% | 222 |
|
|
2016
Q4 | $5.19M | Buy |
+173,760
| New | +$5.19M | 0.16% | 124 |
|
|
2016
Q2 | – | Sell |
-153,440
| Closed | -$4.54M | – | 803 |
|
|
2016
Q1 | $4.54M | Buy |
+153,440
| New | +$4.31M | 0.14% | 107 |
|
|
2015
Q4 | – | Sell |
-30,400
| Closed | -$741K | – | 521 |
|
|
2015
Q3 | $741K | Buy |
+30,400
| New | +$773K | 0.02% | 248 |
|
Other funds holding NEE
VCM
VPM
Capstone Investment Advisors's NEE Position: Q1 2026 in Review
Capstone Investment Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 6,869 shares — an estimated $611K sold.
Capstone Investment Advisors first reported a position in NEE in Q3 2015 and held it in 29 quarters. The position peaked at $10.9M in Q3 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Capstone Investment Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 6,869 NextEra Energy shares in Q1 2026, an estimated $611K.
- Capstone Investment Advisors first reported a position in NextEra Energy in Q3 2015 and held it in 29 quarters.
- Capstone Investment Advisors's NextEra Energy position peaked at $10.9M in Q3 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.