NEE — NEXTERA ENERGY INC

Ownership history in Constitution Capital LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Constitution Capital 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
6.08% (2020 Q4)
Avg. % of fund
3.89%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 92,368 -965 -1.0% 3.51% $7.4M $79.74
2025 Q3 ADDED 93,333 +18,043 +24.0% 3.29% $7.0M $74.47
2025 Q2 REDUCED 75,290 -5,715 -7.1% 2.67% $5.2M $67.96
2025 Q1 ADDED 81,005 +4,050 +5.3% 3.18% $5.7M $68.84
17 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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