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 | $6.02M | Buy |
64,800
+11,300
| +21% | +$1M | 0.01% | 384 |
|
|
2025
Q4 | $4.29M | Sell |
53,500
-16,000
| -23% | -$1.33M | 0.01% | 399 |
|
|
2025
Q3 | $5.25M | Buy |
69,500
+43,600
| +168% | +$3.19M | 0.01% | 457 |
|
|
2025
Q2 | $1.8M | Sell |
25,900
-44,300
| -63% | -$3.08M | ﹤0.01% | 677 |
|
|
2025
Q1 | $4.98M | Sell |
70,200
-71,300
| -50% | -$5.03M | 0.01% | 450 |
|
|
2024
Q4 | $10.1M | Buy |
141,500
+34,100
| +32% | +$2.65M | 0.02% | 352 |
|
|
2024
Q3 | $9.08M | Buy |
107,400
+17,600
| +20% | +$1.37M | 0.03% | 320 |
|
|
2024
Q2 | $6.36M | Buy |
89,800
+10,400
| +13% | +$738K | 0.02% | 398 |
|
|
2024
Q1 | $5.07M | Sell |
79,400
-157,400
| -66% | -$9.22M | 0.02% | 434 |
|
|
2023
Q4 | $14.4M | Buy |
236,800
+116,500
| +97% | +$6.64M | 0.04% | 272 |
|
|
2023
Q3 | $6.89M | Buy |
120,300
+4,300
| +4% | +$298K | 0.03% | 358 |
|
|
2023
Q2 | $8.61M | Buy |
116,000
+11,900
| +11% | +$901K | 0.04% | 276 |
|
|
2023
Q1 | $8.02M | Buy |
104,100
+11,000
| +12% | +$846K | 0.04% | 272 |
|
|
2022
Q4 | $7.78M | Buy |
93,100
+3,800
| +4% | +$307K | 0.06% | 283 |
|
|
2022
Q3 | $7M | Sell |
89,300
-5,800
| -6% | -$492K | 0.04% | 320 |
|
|
2022
Q2 | $7.37M | Sell |
95,100
-159,300
| -63% | -$12.1M | 0.04% | 319 |
|
|
2022
Q1 | $21.6M | Sell |
254,400
-131,400
| -34% | -$10.5M | 0.06% | 242 |
|
|
2021
Q4 | $36M | Sell |
385,800
-53,500
| -12% | -$4.62M | 0.06% | 286 |
|
|
2021
Q3 | $34.5M | Buy |
439,300
+54,400
| +14% | +$4.39M | 0.07% | 271 |
|
|
2021
Q2 | $28.2M | Buy |
384,900
+64,500
| +20% | +$4.84M | 0.06% | 274 |
|
|
2021
Q1 | $24.2M | Buy |
320,400
+47,200
| +17% | +$3.68M | 0.07% | 253 |
|
|
2020
Q4 | $21.1M | Sell |
273,200
-9,200
| -3% | -$688K | 0.07% | 232 |
|
|
2020
Q3 | $19.6M | Buy |
282,400
+62,800
| +29% | +$4.34M | 0.1% | 176 |
|
|
2020
Q2 | $13.2M | Buy |
219,600
+124,400
| +131% | +$7.45M | 0.09% | 197 |
|
|
2020
Q1 | $5.73M | Sell |
95,200
-284,000
| -75% | -$17.9M | 0.09% | 243 |
|
|
2019
Q4 | $23M | Sell |
379,200
-34,800
| -8% | -$2.03M | 0.12% | 175 |
|
|
2019
Q3 | $24.1M | Sell |
414,000
-18,400
| -4% | -$996K | 0.17% | 125 |
|
|
2019
Q2 | $22.1M | Sell |
432,400
-749,600
| -63% | -$36.9M | 0.16% | 140 |
|
|
2019
Q1 | $57.1M | Buy |
1,182,000
+1,109,600
| +1,533% | +$50.7M | 0.53% | 36 |
|
|
2018
Q4 | $3.15M | Buy |
72,400
+30,000
| +71% | +$1.31M | 0.04% | 352 |
|
|
2018
Q3 | $1.78M | Buy |
42,400
+39,200
| +1,225% | +$1.67M | 0.02% | 466 |
|
|
2018
Q2 | $134K | Buy |
+3,200
| New | +$129K | ﹤0.01% | 615 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$11K | – | 1047 |
|
|
2016
Q4 | $11K | Buy |
+400
| New | +$12K | ﹤0.01% | 884 |
|
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.