Bank OZK’s NextEra Energy NEE Stock Holding History

Bank OZK’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 Q1	$719K	Sell	7,741 -865	-10%	-$76.9K	0.25%	88
2025 Q4	$691K	Sell	8,606 -1,198	-12%	-$99.2K	0.24%	92
2025 Q3	$740K	Sell	9,804 -272	-3%	-$19.9K	0.26%	87
2025 Q2	$699K	Sell	10,076 -1,176	-10%	-$81.7K	0.27%	90
2025 Q1	$798K	Sell	11,252 -522	-4%	-$36.8K	0.33%	85
2024 Q4	$844K	Sell	11,774 -435	-4%	-$33.8K	0.35%	84
2024 Q3	$1.03M	Buy	12,209 +1,300	+12%	+$101K	0.43%	78
2024 Q2	$772K	Sell	10,909 -513	-4%	-$36.4K	0.33%	85
2024 Q1	$730K	Sell	11,422 -1,131	-9%	-$66.3K	0.33%	90
2023 Q4	$762K	Sell	12,553 -524	-4%	-$29.9K	0.37%	81
2023 Q3	$749K	Sell	13,077 -6,886	-34%	-$477K	0.41%	77
2023 Q2	$1.48M	Sell	19,963 -4,231	-17%	-$320K	0.71%	46
2023 Q1	$1.86M	Sell	24,194 -1,022	-4%	-$78.6K	0.92%	37
2022 Q4	$2.11M	Sell	25,216 -610	-2%	-$49.3K	1.04%	35
2022 Q3	$2.02M	Buy	25,826 +1,067	+4%	+$90.5K	1.1%	31
2022 Q2	$1.92M	Sell	24,759 -159	-0.6%	-$12.1K	0.97%	40
2022 Q1	$2.11M	Sell	24,918 -71	-0.3%	-$5.69K	0.9%	43
2021 Q4	$2.33M	Sell	24,989 -386	-2%	-$33.4K	0.95%	36
2021 Q3	$1.99M	Sell	25,375 -582	-2%	-$46.9K	0.9%	39
2021 Q2	$1.9M	Sell	25,957 -164	-0.6%	-$12.3K	0.84%	47
2021 Q1	$1.98M	Sell	26,121 -141	-0.5%	-$11K	0.91%	42
2020 Q4	$2.03M	Sell	26,262 -382	-1%	-$28.6K	1%	38
2020 Q3	$1.85M	Sell	26,644 -772	-3%	-$53.3K	0.99%	42
2020 Q2	$1.65M	Buy	27,416 +36	+0.1%	+$2.15K	0.94%	39
2020 Q1	$1.65M	Buy	27,380 +144	+0.5%	+$9.05K	0.9%	33
2019 Q4	$1.65M	Buy	27,236 +3,000	+12%	+$175K	0.65%	44
2019 Q3	$1.41M	Buy	24,236 +492	+2%	+$26.6K	0.62%	48
2019 Q2	$1.22M	Buy	23,744 +1,928	+9%	+$94.9K	0.53%	51
2019 Q1	$1.05M	Sell	21,816 -2,080	-9%	-$95.1K	0.46%	56
2018 Q4	$1.04M	Buy	23,896 +776	+3%	+$33.9K	0.52%	54
2018 Q3	$969K	Buy	23,120 +136	+0.6%	+$5.79K	0.39%	59
2018 Q2	$960K	Buy	22,984 +17,044	+287%	+$688K	0.38%	58
2018 Q1	$243K	Sell	5,940 -188	-3%	-$7.25K	0.1%	122
2017 Q4	$240K	Sell	6,128 -132	-2%	-$5.1K	0.09%	121
2017 Q3	$229K	Sell	6,260 -100	-2%	-$3.66K	0.09%	111
2017 Q2	$223K	Hold	6,360	–	–	0.08%	127
2017 Q1	$204K	Buy	+6,360	New	+$200K	0.07%	124
2016 Q3	–	Sell	-6,640	Closed	-$217K	–	126
2016 Q2	$217K	Sell	6,640 -560	-8%	-$16.8K	0.08%	117
2016 Q1	$213K	Buy	+7,200	New	+$202K	0.08%	127
2015 Q1	–	Sell	-7,600	Closed	-$202K	–	130
2014 Q4	$202K	Buy	+7,600	New	+$192K	0.07%	123

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank OZK's NEE Position: Q1 2026 in Review

Bank OZK reduced its NextEra Energy (NEE) stake by 10% in Q1 2026, selling an estimated $76.9K and leaving 7,741 shares worth $719K. The position accounts for 0.25% of the portfolio, ranked #88.

Bank OZK first reported a position in NEE in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.33M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bank OZK held 7,741 shares of NextEra Energy worth $719K as of Q1 2026.
Bank OZK sold 865 NextEra Energy shares in Q1 2026, an estimated $76.9K.
NextEra Energy made up 0.25% of Bank OZK's portfolio in Q1 2026, its #88 holding.
Bank OZK first reported a position in NextEra Energy in Q4 2014 and has held it in 40 quarters since.
Bank OZK's NextEra Energy position peaked at $2.33M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.