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CAPTRUST FINANCIAL ADVISORS: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on NEE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,381,141 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,381,141 shares
    Change vs previous 13F +36,559 shares

    0.19% of the 13F portfolio, value $121,222,706.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,344,582 shares
    Change vs previous 13F +912,054 shares

    0.22% of the 13F portfolio, value $124,881,299.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 432,528 shares
    Change vs previous 13F +27,325 shares

    0.07% of the 13F portfolio, value $34,723,376.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 405,203 shares
    Change vs previous 13F +549 shares

    0.06% of the 13F portfolio, value $30,588,800.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 404,654 shares
    Change vs previous 13F -9,943 shares

    0.06% of the 13F portfolio, value $28,091,085.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 414,597 shares
    Change vs previous 13F +117,917 shares

    0.07% of the 13F portfolio, value $29,390,752.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 296,680 shares
    Change vs previous 13F -468 shares

    0.06% of the 13F portfolio, value $21,268,956.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 297,148 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,117,897.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).