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 | $32.8M | Buy |
353,000
+36,700
| +12% | +$3.26M | 0.06% | 125 |
|
|
2025
Q4 | $25.4M | Sell |
316,300
-78,100
| -20% | -$6.47M | 0.05% | 154 |
|
|
2025
Q3 | $29.8M | Buy |
394,400
+224,000
| +131% | +$16.4M | 0.06% | 150 |
|
|
2025
Q2 | $11.8M | Sell |
170,400
-60,700
| -26% | -$4.22M | 0.03% | 216 |
|
|
2025
Q1 | $16.4M | Sell |
231,100
-80,700
| -26% | -$5.7M | 0.04% | 210 |
|
|
2024
Q4 | $22.4M | Buy |
311,800
+145,400
| +87% | +$11.3M | 0.05% | 199 |
|
|
2024
Q3 | $14.1M | Buy |
166,400
+21,600
| +15% | +$1.69M | 0.04% | 239 |
|
|
2024
Q2 | $10.3M | Buy |
144,800
+46,600
| +47% | +$3.31M | 0.03% | 310 |
|
|
2024
Q1 | $6.28M | Sell |
98,200
-64,100
| -39% | -$3.76M | 0.02% | 373 |
|
|
2023
Q4 | $9.86M | Sell |
162,300
-9,300
| -5% | -$530K | 0.03% | 346 |
|
|
2023
Q3 | $9.83M | Sell |
171,600
-400
| -0.2% | -$27.7K | 0.04% | 278 |
|
|
2023
Q2 | $12.8M | Buy |
172,000
+8,300
| +5% | +$628K | 0.06% | 217 |
|
|
2023
Q1 | $12.6M | Buy |
163,700
+50,000
| +44% | +$3.85M | 0.06% | 213 |
|
|
2022
Q4 | $9.51M | Buy |
113,700
+19,700
| +21% | +$1.59M | 0.07% | 243 |
|
|
2022
Q3 | $7.37M | Sell |
94,000
-48,200
| -34% | -$4.09M | 0.04% | 304 |
|
|
2022
Q2 | $11M | Sell |
142,200
-587,900
| -81% | -$44.8M | 0.05% | 242 |
|
|
2022
Q1 | $61.8M | Sell |
730,100
-1,139,900
| -61% | -$91.4M | 0.17% | 79 |
|
|
2021
Q4 | $175M | Buy |
1,870,000
+482,000
| +35% | +$41.7M | 0.29% | 64 |
|
|
2021
Q3 | $109M | Buy |
1,388,000
+287,900
| +26% | +$23.2M | 0.22% | 93 |
|
|
2021
Q2 | $80.6M | Buy |
1,100,100
+274,100
| +33% | +$20.6M | 0.18% | 111 |
|
|
2021
Q1 | $62.5M | Sell |
826,000
-205,900
| -20% | -$16.1M | 0.18% | 108 |
|
|
2020
Q4 | $79.6M | Buy |
1,031,900
+181,900
| +21% | +$13.6M | 0.27% | 65 |
|
|
2020
Q3 | $59M | Buy |
850,000
+388,400
| +84% | +$26.8M | 0.3% | 57 |
|
|
2020
Q2 | $27.7M | Buy |
461,600
+286,400
| +163% | +$17.1M | 0.18% | 97 |
|
|
2020
Q1 | $10.5M | Sell |
175,200
-853,600
| -83% | -$53.7M | 0.17% | 118 |
|
|
2019
Q4 | $62.3M | Buy |
1,028,800
+70,000
| +7% | +$4.09M | 0.34% | 52 |
|
|
2019
Q3 | $55.8M | Buy |
958,800
+476,000
| +99% | +$25.8M | 0.38% | 49 |
|
|
2019
Q2 | $24.7M | Buy |
482,800
+152,800
| +46% | +$7.52M | 0.18% | 126 |
|
|
2019
Q1 | $15.9M | Buy |
330,000
+114,400
| +53% | +$5.23M | 0.15% | 154 |
|
|
2018
Q4 | $9.37M | Buy |
215,600
+80,800
| +60% | +$3.53M | 0.12% | 142 |
|
|
2018
Q3 | $5.65M | Buy |
134,800
+56,800
| +73% | +$2.42M | 0.06% | 232 |
|
|
2018
Q2 | $3.26M | Buy |
+78,000
| New | +$3.15M | 0.05% | 203 |
|
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.