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Caption Management’s NextEra Energy NEE Stock Holding History

Caption Management’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
2025
Q2 		– Sell
-111,824
Closed -$7.77M – 1741
2025
Q1 		$7.93M Buy
111,824
+55,824
+100% +$3.94M 0.08% 253
2024
Q4 		$4.01M Buy
56,000
+41,800
+294% +$3.25M 0.04% 439
2024
Q3 		$1.2M Sell
14,200
-67,100
-83% -$5.24M 0.02% 722
2024
Q2 		$5.76M Buy
81,300
+14,112
+21% +$1M 0.09% 233
2024
Q1 		$4.29M Sell
67,188
-178,412
-73% -$10.5M 0.07% 328
2023
Q4 		$14.9M Sell
245,600
-15,800
-6% -$900K 0.2% 122
2023
Q3 		$15M Buy
261,400
+206,258
+374% +$14.3M 0.23% 98
2023
Q2 		$4.09M Buy
55,142
+31,881
+137% +$2.41M 0.07% 327
2023
Q1 		$1.79M Buy
23,261
+6,667
+40% +$513K 0.03% 470
2022
Q4 		$1.39M Buy
16,594
+10,394
+168% +$840K 0.02% 648
2022
Q3 		$487K Buy
+6,200
New +$526K 0.01% 1078
2022
Q2 		– Sell
-23,000
Closed -$1.75M – 1697
2022
Q1 		$1.95M Buy
+23,000
New +$1.84M 0.02% 767
2021
Q2 		– Sell
-120,000
Closed -$9.01M – 1488
2021
Q1 		$9.07M Buy
+120,000
New +$9.37M 0.2% 132
2019
Q2 		– Sell
-80,000
Closed -$3.87M – 780
2019
Q1 		$3.87M Buy
+80,000
New +$3.66M 0.21% 140

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caption Management's NEE Position: Q2 2025 in Review

Caption Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 111,824 shares — an estimated $7.77M sold.

Caption Management first reported a position in NEE in Q1 2019 and held it in 14 quarters. The position peaked at $15M in Q3 2023. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Caption Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Caption Management sold 111,824 NextEra Energy shares in Q2 2025, an estimated $7.77M.
  • Caption Management first reported a position in NextEra Energy in Q1 2019 and held it in 14 quarters.
  • Caption Management's NextEra Energy position peaked at $15M in Q3 2023.
  • 2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.