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
2026 Q2	$3.77K	Buy	+43	New	+$3.89K	﹤0.01%	533
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOK Financial Private Wealth's NEE Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in NextEra Energy (NEE) in Q2 2026: 43 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in NEE as recently as Q3 2025.

BOK Financial Private Wealth first reported a position in NEE in Q4 2020 and has held it in 16 quarters since. The position peaked at $631K in Q1 2022. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BOK Financial Private Wealth held 43 shares of NextEra Energy worth $3.77K as of Q2 2026.
NextEra Energy was a new BOK Financial Private Wealth position in Q2 2026.
NextEra Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #533 holding.
BOK Financial Private Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 16 quarters since.
BOK Financial Private Wealth's NextEra Energy position peaked at $631K in Q1 2022.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.