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CapWealth Advisors’s NextEra Energy NEE Stock Holding History

CapWealth Advisors’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 		$31.2M Buy
356,042
+87,624
+33% +$7.93M 2.14% 14
2026
Q1 		$24.9M Buy
268,418
+369
+0.1% +$32.8K 1.85% 21
2025
Q4 		$21.5M Buy
268,049
+2,147
+0.8% +$178K 1.47% 26
2025
Q3 		$20.1M Buy
265,902
+4,572
+2% +$334K 1.38% 26
2025
Q2 		$18.1M Buy
261,330
+203,193
+350% +$14.1M 1.79% 25
2025
Q1 		$4.12M Buy
58,137
+1,914
+3% +$135K 0.45% 50
2024
Q4 		$4.03M Buy
56,223
+1,836
+3% +$143K 0.44% 49
2024
Q3 		$4.6M Buy
54,387
+10,349
+24% +$808K 0.5% 49
2024
Q2 		$3.12M Buy
44,038
+29,192
+197% +$2.07M 0.39% 48
2024
Q1 		$949K Buy
+14,846
New +$870K 0.11% 57
2021
Q4 		– Sell
-3,453
Closed -$271K – 121
2021
Q3 		$271K Hold
3,453
– – 0.03% 97
2021
Q2 		$253K Hold
3,453
– – 0.03% 97
2021
Q1 		$261K Hold
3,453
– – 0.03% 92
2020
Q4 		$266K Buy
+3,453
New +$258K 0.03% 87
2015
Q2 		– Sell
-7,336
Closed -$191K – 309
2015
Q1 		$191K Sell
7,336
-4,000
-35% -$106K 0.04% 81
2014
Q4 		$301K Hold
11,336
– – 0.07% 73
2014
Q3 		$266K Hold
11,336
– – 0.06% 77
2014
Q2 		$290K Hold
11,336
– – 0.07% 76
2014
Q1 		$271K Buy
11,336
+136
+1% +$3.08K 0.07% 68
2013
Q4 		$240K Sell
11,200
-4,000
-26% -$84.3K 0.06% 77
2013
Q3 		$305K Hold
15,200
– – 0.08% 73
2013
Q2 		$310K Buy
+15,200
New +$302K 0.09% 78

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CapWealth Advisors's NEE Position: Q2 2026 in Review

CapWealth Advisors increased its NextEra Energy (NEE) stake by 33% in Q2 2026, buying an estimated $7.93M and bringing the position to 356,042 shares worth $31.2M. The position accounts for 2.14% of the portfolio, ranked #14.

CapWealth Advisors first reported a position in NEE in Q2 2013 and has held it in 22 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CapWealth Advisors held 356,042 shares of NextEra Energy worth $31.2M as of Q2 2026.
  • CapWealth Advisors bought 87,624 NextEra Energy shares in Q2 2026, an estimated $7.93M.
  • NextEra Energy made up 2.14% of CapWealth Advisors's portfolio in Q2 2026, its #14 holding.
  • CapWealth Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 22 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.