Texas Capital Bancshares’s NextEra Energy NEE Stock Holding History

Texas Capital Bancshares’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
2025 Q3	$156K	Sell	2,072 -11,460	-85%	-$837K	0.06%	68
2025 Q2	$939K	Sell	13,532 -13	-0.1%	-$903	0.34%	34
2025 Q1	$960K	Sell	13,545 -124	-0.9%	-$8.75K	0.41%	30
2024 Q4	$980K	Buy	13,669 +12	+0.1%	+$932	0.39%	28
2024 Q3	$1.15M	Buy	13,657 +1	+0%	+$78	0.47%	24
2024 Q2	$967K	Sell	13,656 -89	-0.6%	-$6.32K	0.4%	28
2024 Q1	$878K	Buy	13,745 +4,489	+48%	+$263K	0.4%	34
2023 Q4	$562K	Sell	9,256 -34	-0.4%	-$1.94K	0.3%	43
2023 Q3	$532K	Buy	9,290 +34	+0.4%	+$2.35K	0.29%	48
2023 Q2	$687K	Hold	9,256	–	–	0.38%	38
2023 Q1	$713K	Hold	9,256	–	–	0.45%	37
2022 Q4	$774K	Hold	9,256	–	–	0.54%	33
2022 Q3	$726K	Hold	9,256	–	–	0.59%	32
2022 Q2	$717K	Sell	9,256 -1,261	-12%	-$96K	0.54%	34
2022 Q1	$891K	Buy	10,517 +2,816	+37%	+$226K	0.54%	27
2021 Q4	$719K	Hold	7,701	–	–	0.43%	37
2021 Q3	$605K	Hold	7,701	–	–	0.42%	41
2021 Q2	$564K	Buy	7,701 +27	+0.4%	+$2.03K	0.41%	45
2021 Q1	$580K	Buy	+7,674	New	+$599K	0.47%	41

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Texas Capital Bancshares's NEE Position: Q3 2025 in Review

Texas Capital Bancshares reduced its NextEra Energy (NEE) stake by 85% in Q3 2025, selling an estimated $837K and leaving 2,072 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #68.

Texas Capital Bancshares first reported a position in NEE in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q3 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Texas Capital Bancshares held 2,072 shares of NextEra Energy worth $156K as of Q3 2025.
Texas Capital Bancshares sold 11,460 NextEra Energy shares in Q3 2025, an estimated $837K.
NextEra Energy made up 0.06% of Texas Capital Bancshares's portfolio in Q3 2025, its #68 holding.
Texas Capital Bancshares first reported a position in NextEra Energy in Q1 2021 and has held it in 19 quarters since.
Texas Capital Bancshares's NextEra Energy position peaked at $1.15M in Q3 2024.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Texas Capital Bancshares's 13F filing for Q3 2025, filed 13 Nov 2025.