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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
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% +$9.94K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CoreCap Advisors's NEE Position: Q2 2026 in Review

CoreCap Advisors increased its NextEra Energy (NEE) stake by 0.75% in Q2 2026, buying an estimated $14.3K and bringing the position to 21,144 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #261.

CoreCap Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CoreCap Advisors held 21,144 shares of NextEra Energy worth $1.86M as of Q2 2026.
  • CoreCap Advisors bought 158 NextEra Energy shares in Q2 2026, an estimated $14.3K.
  • NextEra Energy made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #261 holding.
  • CoreCap Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's NextEra Energy position peaked at $1.95M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.