NEE — NEXTERA ENERGY INC

Ownership history in Caption Management, LLC  ·  48 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in NEXTERA ENERGY INC (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.68% (2023 Q1)
Avg. % of fund
0.21%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,000 -170,000 -85.0% 0.02% $2.4M $79.74
2025 Q3 ADDED 200,000 +155,000 +344.4% 0.12% $15.1M $74.47
2025 Q3 REDUCED 45,000 -499,200 -91.7% 0.03% $3.4M $74.47
2025 Q2 ADDED 544,200 +379,200 +229.8% 0.42% $37.8M $67.96
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NEE price (monthly, adj. close)

Other funds also holding NEE

As of 2025 Q4 — sorted by position size

Inherent Management Corp. 10.71% Portman Square Capital LLP 3Y 7.8% ACCOUNT MANAGEMENT LLC 3Y 7Y 7.4% MARK SHEPTOFF FINANCIAL PLANNING, LLC 3Y 7Y 7.02% Electron Capital Partners, LLC 3Y 7Y 6.59% Slocum, Gordon & Co LLP 6.25% Ausbil Investment Management Ltd 3Y 5.92% Asset Management Advisors, LLC 3Y 7Y 5.61% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 4.3% VANTAGE WEALTH 3Y 7Y 4.19%
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