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Texas Capital Bank Wealth Management Services’s NextEra Energy NEE Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$8.53M Sell
91,882
-11,340
-11% -$1.01M 0.51% 36
2025
Q4 		$8.29M Buy
103,222
+3,960
+4% +$328K 0.48% 40
2025
Q3 		$7.49M Sell
99,262
-7,770
-7% -$568K 0.62% 36
2025
Q2 		$7.43M Sell
107,032
-6,951
-6% -$483K 0.69% 35
2025
Q1 		$8.08M Buy
113,983
+290
+0.3% +$20.5K 0.82% 30
2024
Q4 		$8.15M Sell
113,693
-3,926
-3% -$305K 0.83% 30
2024
Q3 		$9.94M Buy
117,619
+668
+0.6% +$52.1K 0.98% 22
2024
Q2 		$8.28M Buy
116,951
+3,322
+3% +$236K 0.86% 27
2024
Q1 		$7.26M Buy
113,629
+26,061
+30% +$1.53M 0.8% 37
2023
Q4 		$5.32M Sell
87,568
-4,442
-5% -$253K 0.63% 41
2023
Q3 		$5.27M Sell
92,010
-24,551
-21% -$1.7M 0.67% 43
2023
Q2 		$8.65M Sell
116,561
-1,729
-1% -$131K 0.93% 31
2023
Q1 		$9.12M Sell
118,290
-3,219
-3% -$248K 1.06% 25
2022
Q4 		$10.2M Sell
121,509
-6,355
-5% -$513K 1.24% 20
2022
Q3 		$10M Sell
127,864
-20,979
-14% -$1.78M 1.29% 16
2022
Q2 		$11.5M Sell
148,843
-17,849
-11% -$1.36M 1.34% 15
2022
Q1 		$14.1M Buy
166,692
+30,558
+22% +$2.45M 1.29% 18
2021
Q4 		$12.7M Sell
136,134
-2,823
-2% -$244K 1.1% 27
2021
Q3 		$10.9M Buy
138,957
+52,097
+60% +$4.2M 1.12% 31
2021
Q2 		$6.37M Buy
86,860
+11,612
+15% +$871K 0.8% 41
2021
Q1 		$5.69M Buy
75,248
+1,480
+2% +$116K 0.81% 40
2020
Q4 		$5.69M Buy
73,768
+22,460
+44% +$1.68M 0.84% 33
2020
Q3 		$3.56M Buy
51,308
+5,568
+12% +$384K 0.58% 36
2020
Q2 		$2.75M Buy
45,740
+8,528
+23% +$510K 0.61% 32
2020
Q1 		$2.24M Sell
37,212
-2,044
-5% -$128K 0.64% 25
2019
Q4 		$2.38M Buy
+39,256
New +$2.29M 0.53% 34

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's NEE Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its NextEra Energy (NEE) stake by 11% in Q1 2026, selling an estimated $1.01M and leaving 91,882 shares worth $8.53M. The position accounts for 0.51% of the portfolio, ranked #36.

Texas Capital Bank Wealth Management Services first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.1M in Q1 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 91,882 shares of NextEra Energy worth $8.53M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 11,340 NextEra Energy shares in Q1 2026, an estimated $1.01M.
  • NextEra Energy made up 0.51% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #36 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's NextEra Energy position peaked at $14.1M in Q1 2022.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.