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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
Q3 		$26.9M Sell
355,050
-992
-0.3% -$83.9K 2.03% 21
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

CapWealth Advisors's NEE Position: Q3 2026 in Review

CapWealth Advisors reduced its NextEra Energy (NEE) stake by 0.28% in Q3 2026, selling an estimated $83.9K and leaving 355,050 shares worth $26.9M. The position accounts for 2.03% of the portfolio, ranked #21.

CapWealth Advisors first reported a position in NEE in Q2 2013 and has held it in 23 quarters since. The position peaked at $31.2M in Q2 2026. 36 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • CapWealth Advisors held 355,050 shares of NextEra Energy worth $26.9M as of Q3 2026.
  • CapWealth Advisors sold 992 NextEra Energy shares in Q3 2026, an estimated $83.9K.
  • NextEra Energy made up 2.03% of CapWealth Advisors's portfolio in Q3 2026, its #21 holding.
  • CapWealth Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 23 quarters since.
  • CapWealth Advisors's NextEra Energy position peaked at $31.2M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.