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BOK Financial Private Wealth’s NextEra Energy NEE Stock Holding History

BOK Financial Private Wealth’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
2025
Q4 		– Sell
-175
Closed -$13.2K – 465
2025
Q3 		$13.2K Sell
175
-312
-64% -$22.8K ﹤0.01% 317
2025
Q2 		$33.8K Buy
487
+132
+37% +$9.17K ﹤0.01% 277
2025
Q1 		$25.1K Buy
355
+170
+92% +$12K ﹤0.01% 322
2024
Q4 		$13.2K Sell
185
-290
-61% -$22.5K ﹤0.01% 351
2024
Q3 		$40.1K Buy
475
+2
+0.4% +$156 ﹤0.01% 282
2024
Q2 		$33.5K Buy
473
+1
+0.2% +$71 ﹤0.01% 302
2024
Q1 		$30.2K Buy
472
+1
+0.2% +$59 ﹤0.01% 301
2023
Q4 		$28.6K Buy
+471
New +$26.8K ﹤0.01% 298
2023
Q2 		– Sell
-54
Closed -$4.16K – 424
2023
Q1 		$4.16K Buy
+54
New +$4.15K ﹤0.01% 376
2022
Q2 		– Sell
-7,445
Closed -$631K – 423
2022
Q1 		$631K Buy
7,445
+843
+13% +$67.6K 0.04% 158
2021
Q4 		$616K Buy
6,602
+1,210
+22% +$105K 0.04% 154
2021
Q3 		$423K Buy
5,392
+992
+23% +$80K 0.03% 164
2021
Q2 		$322K Buy
4,400
+1,286
+41% +$96.5K 0.03% 172
2021
Q1 		$235K Buy
3,114
+521
+20% +$40.7K 0.02% 175
2020
Q4 		$200K Buy
+2,593
New +$194K 0.02% 178

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's NEE Position: Q4 2025 in Review

BOK Financial Private Wealth sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 175 shares — an estimated $13.2K sold.

BOK Financial Private Wealth first reported a position in NEE in Q4 2020 and held it in 15 quarters. The position peaked at $631K in Q1 2022. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • BOK Financial Private Wealth reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 175 NextEra Energy shares in Q4 2025, an estimated $13.2K.
  • BOK Financial Private Wealth first reported a position in NextEra Energy in Q4 2020 and held it in 15 quarters.
  • BOK Financial Private Wealth's NextEra Energy position peaked at $631K in Q1 2022.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on BOK Financial Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.