Capstone Wealth Management Group (Oregon)’s NextEra Energy NEE Stock Holding History

Capstone Wealth Management Group (Oregon)’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	–	Sell	-3,384	Closed	-$314K	–	134
2026 Q1	$314K	Hold	3,384	–	–	0.19%	91
2025 Q4	$272K	Hold	3,384	–	–	0.16%	99
2025 Q3	$255K	Buy	3,384 +50	+1%	+$3.65K	0.16%	100
2025 Q2	$231K	Hold	3,334	–	–	0.17%	94
2025 Q1	$236K	Sell	3,334 -400	-11%	-$28.2K	0.19%	86
2024 Q4	$268K	Buy	+3,734	New	+$290K	0.2%	81

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s NEE Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,384 shares — an estimated $314K sold.

Capstone Wealth Management Group (Oregon) first reported a position in NEE in Q4 2024 and held it in 6 quarters. The position peaked at $314K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Capstone Wealth Management Group (Oregon) reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 3,384 NextEra Energy shares in Q2 2026, an estimated $314K.
Capstone Wealth Management Group (Oregon) first reported a position in NextEra Energy in Q4 2024 and held it in 6 quarters.
Capstone Wealth Management Group (Oregon)'s NextEra Energy position peaked at $314K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.