Ownership history in Capula Management Ltd Β· 37 quarters on record
This page tracks every 13F SEC filing in which Capula Management Ltd 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 β sourced directly from SEC EDGAR 13F filings.
π Capula Management Ltd underperformed the S&P 500 by β3.8% annually on this NEE position. Timing score: 37% (13/35 decisions correct). Average cost basis: $70.28. Maximum drawdown during holding period: β30.1%.
β οΈ Trailed SPY by 3.8% ann. on this position.
36 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 35 add/trim decisions correct
Best entry: $53.19 (2023 Q3) Β· Worst: $80.88 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 18 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size