CoreCap Advisors
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CoreCap Advisors’s NextEra Energy NEE Stock Holding History

CoreCap 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 		$1.61M Buy
21,307
+163
+0.8% +$13.8K 0.05% 283
2026
Q2 		$1.86M Buy
21,144
+158
+0.8% +$14.3K 0.05% 261
2026
Q1 		$1.95M Buy
20,986
+375
+2% +$33.3K 0.07% 242
2025
Q4 		$1.65M Buy
20,611
+120
+0.6% +$9.9K 0.06% 281
2025
Q3 		$1.55M Sell
20,491
-239
-1% -$17.5K 0.06% 285
2025
Q2 		$1.44M Buy
20,730
+162
+0.8% +$11.3K 0.06% 269
2025
Q1 		$1.46M Sell
20,568
-4,391
-18% -$310K 0.06% 261
2024
Q4 		$1.79M Buy
24,959
+2,584
+12% +$201K 0.08% 234
2024
Q3 		$1.89M Buy
22,375
+920
+4% +$71.8K 0.09% 231
2024
Q2 		$1.52M Buy
21,455
+88
+0.4% +$6.24K 0.16% 125
2024
Q1 		$1.37M Buy
21,367
+4,637
+28% +$272K 0.07% 248
2023
Q4 		$1.02M Sell
16,730
-83
-0.5% -$4.73K 0.07% 254
2023
Q3 		$963K Sell
16,813
-544
-3% -$37.7K 0.07% 240
2023
Q2 		$1.29M Buy
+17,357
New +$1.31M 0.09% 213
2022
Q4 		$1.95M Buy
23,278
+4,837
+26% +$391K 0.14% 131
2022
Q3 		$1.45M Buy
18,441
+654
+4% +$55.5K 0.12% 150
2022
Q2 		$1.38M Sell
17,787
-2,225
-11% -$169K 0.11% 153
2022
Q1 		$1.7M Sell
20,012
-703
-3% -$56.3K 0.12% 143
2021
Q4 		$1.93M Buy
+20,715
New +$1.79M 0.13% 130

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

CoreCap Advisors's NEE Position: Q3 2026 in Review

CoreCap Advisors increased its NextEra Energy (NEE) stake by 0.77% in Q3 2026, buying an estimated $13.8K and bringing the position to 21,307 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #283.

CoreCap Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q1 2026. 718 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • CoreCap Advisors held 21,307 shares of NextEra Energy worth $1.61M as of Q3 2026.
  • CoreCap Advisors bought 163 NextEra Energy shares in Q3 2026, an estimated $13.8K.
  • NextEra Energy made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #283 holding.
  • CoreCap Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's NextEra Energy position peaked at $1.95M in Q1 2026.
  • 718 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.