Mountain Capital Investment Advisors’s NextEra Energy NEE Stock Holding History

Mountain Capital Investment 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 Q1	–	Sell	-3,099	Closed	-$263K	–	100
2025 Q4	$263K	Sell	3,099 -38	-1%	-$3.15K	0.04%	69
2025 Q3	$247K	Buy	3,137 +108	+4%	+$7.89K	0.04%	67
2025 Q2	$221K	Buy	+3,029	New	+$210K	0.04%	57
2025 Q1	–	Sell	-3,009	Closed	-$213K	–	67
2024 Q4	$213K	Buy	+3,009	New	+$234K	0.04%	55
2020 Q3	–	Sell	-35,408	Closed	-$2.18M	–	111
2020 Q2	$2.18M	Buy	35,408 +29,592	+509%	+$1.77M	1%	19
2020 Q1	$357K	Buy	+5,816	New	+$366K	0.18%	32
2017 Q4	–	Sell	-904	Closed	-$33K	–	286
2017 Q3	$33K	Sell	904 -80	-8%	-$2.93K	0.03%	149
2017 Q2	$34K	Buy	+984	New	+$33.6K	0.03%	161

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

Mountain Capital Investment Advisors's NEE Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,099 shares — an estimated $263K sold.

Mountain Capital Investment Advisors first reported a position in NEE in Q2 2017 and held it in 8 quarters. The position peaked at $2.18M in Q2 2020. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mountain Capital Investment Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,099 NextEra Energy shares in Q1 2026, an estimated $263K.
Mountain Capital Investment Advisors first reported a position in NextEra Energy in Q2 2017 and held it in 8 quarters.
Mountain Capital Investment Advisors's NextEra Energy position peaked at $2.18M in Q2 2020.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.