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Arvest Investments’s NextEra Energy NEE Stock Holding History

Arvest Investments’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
Q2 		$736K Sell
8,391
-158
-2% -$14.3K 0.09% 116
2026
Q1 		$794K Sell
8,549
-216
-2% -$19.2K 0.11% 115
2025
Q4 		$704K Sell
8,765
-552
-6% -$45.7K 0.1% 121
2025
Q3 		$703K Sell
9,317
-85
-0.9% -$6.21K 0.1% 128
2025
Q2 		$653K Buy
+9,402
New +$653K 0.1% 127

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arvest Investments's NEE Position: Q2 2026 in Review

Arvest Investments reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $14.3K and leaving 8,391 shares worth $736K. The position accounts for 0.09% of the portfolio, ranked #116.

Arvest Investments first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $794K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Arvest Investments held 8,391 shares of NextEra Energy worth $736K as of Q2 2026.
  • Arvest Investments sold 158 NextEra Energy shares in Q2 2026, an estimated $14.3K.
  • NextEra Energy made up 0.09% of Arvest Investments's portfolio in Q2 2026, its #116 holding.
  • Arvest Investments first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Arvest Investments's NextEra Energy position peaked at $794K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.