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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon)'s NEE Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its NextEra Energy (NEE) position steady in Q1 2026 at 3,384 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #91.

Capstone Wealth Management Group (Oregon) first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 3,384 shares of NextEra Energy worth $314K as of Q1 2026.
Capstone Wealth Management Group (Oregon) left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.19% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #91 holding.
Capstone Wealth Management Group (Oregon) first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.