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
2026 Q1	–	Sell	-30,000	Closed	-$2.41M	–	1891
2025 Q4	$2.41M	Sell	30,000 -170,000	-85%	-$14.1M	0.02%	776
2025 Q3	$15.1M	Sell	200,000 -344,200	-63%	-$25.1M	0.12%	189
2025 Q2	$37.8M	Sell	544,200 -105,300	-16%	-$7.31M	0.42%	35
2025 Q1	$46M	Buy	649,500 +344,100	+113%	+$24.3M	0.44%	40
2024 Q4	$21.9M	Hold	305,400	–	–	0.21%	73
2024 Q3	$25.8M	Hold	305,400	–	–	0.41%	49
2024 Q2	$21.6M	Hold	305,400	–	–	0.33%	61
2024 Q1	$19.5M	Sell	305,400 -105,500	-26%	-$6.18M	0.3%	69
2023 Q4	$25M	Buy	410,900 +90,900	+28%	+$5.18M	0.34%	61
2023 Q3	$18.3M	Hold	320,000	–	–	0.28%	77
2023 Q2	$23.7M	Hold	320,000	–	–	0.42%	43
2023 Q1	$24.7M	Buy	320,000 +222,500	+228%	+$17.1M	0.48%	50
2022 Q4	$8.15M	Sell	97,500 -98,200	-50%	-$7.93M	0.13%	198
2022 Q3	$15.3M	Buy	195,700 +45,700	+30%	+$3.88M	0.21%	95
2022 Q2	$11.6M	Buy	150,000 +90,000	+150%	+$6.85M	0.16%	157
2022 Q1	$5.08M	Buy	+60,000	New	+$4.81M	0.06%	416
2021 Q4	–	Sell	-93,300	Closed	-$7.33M	–	1826
2021 Q3	$7.33M	Buy	93,300 +43,300	+87%	+$3.49M	0.08%	317
2021 Q2	$3.66M	Buy	+50,000	New	+$3.75M	0.05%	469

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

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. 2,702 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.
2,702 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.