U.S. Capital Wealth Advisors’s NextEra Energy NEE Stock Holding History

U.S. Capital Wealth 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	$7.57M	Buy	81,521 +6,375	+8%	+$567K	0.19%	126
2025 Q4	$6.03M	Buy	75,146 +13,917	+23%	+$1.15M	0.16%	163
2025 Q3	$4.62M	Buy	61,229 +881	+1%	+$64.4K	0.12%	191
2025 Q2	$4.19M	Buy	60,348 +8,059	+15%	+$560K	0.12%	183
2025 Q1	$3.71M	Sell	52,289 -801	-2%	-$56.5K	0.11%	187
2024 Q4	$3.81M	Buy	53,090 +10,275	+24%	+$798K	0.12%	189
2024 Q3	$3.62M	Buy	42,815 +8,737	+26%	+$682K	0.13%	162
2024 Q2	$2.41M	Buy	34,078 +10,538	+45%	+$748K	0.09%	207
2024 Q1	$1.5M	Sell	23,540 -3,090	-12%	-$181K	0.06%	273
2023 Q4	$1.62M	Buy	26,630 +12,965	+95%	+$739K	0.06%	265
2023 Q3	$783K	Sell	13,665 -27,057	-66%	-$1.87M	0.04%	348
2023 Q2	$3.02M	Buy	40,722 +1,056	+3%	+$79.9K	0.14%	146
2023 Q1	$3.06M	Buy	39,666 +1,000	+3%	+$76.9K	0.14%	141
2022 Q4	$3.23M	Buy	38,666 +3,771	+11%	+$305K	0.15%	138
2022 Q3	$2.74M	Sell	34,895 -96	-0.3%	-$8.14K	0.14%	146
2022 Q2	$2.71M	Sell	34,991 -754	-2%	-$57.4K	0.12%	170
2022 Q1	$3.03M	Buy	35,745 +1,269	+4%	+$102K	0.11%	185
2021 Q4	$3.22M	Buy	34,476 +82	+0.2%	+$7.09K	0.13%	174
2021 Q3	$2.7M	Buy	+34,394	New	+$2.77M	0.12%	199

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

U.S. Capital Wealth Advisors's NEE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its NextEra Energy (NEE) stake by 8.5% in Q1 2026, buying an estimated $567K and bringing the position to 81,521 shares worth $7.57M. The position accounts for 0.19% of the portfolio, ranked #126.

U.S. Capital Wealth Advisors first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

U.S. Capital Wealth Advisors held 81,521 shares of NextEra Energy worth $7.57M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,375 NextEra Energy shares in Q1 2026, an estimated $567K.
NextEra Energy made up 0.19% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #126 holding.
U.S. Capital Wealth Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.