Laurel Oak Wealth Management’s NextEra Energy NEE Stock Holding History

Laurel Oak Wealth Management’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	$435K	Buy	4,956 +30	+0.6%	+$2.71K	0.06%	225
2026 Q1	$458K	Sell	4,926 -339	-6%	-$30.1K	0.08%	212
2025 Q4	$423K	Buy	+5,265	New	+$436K	0.07%	212

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Laurel Oak Wealth Management's NEE Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its NextEra Energy (NEE) stake by 0.61% in Q2 2026, buying an estimated $2.71K and bringing the position to 4,956 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #225.

Laurel Oak Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Laurel Oak Wealth Management held 4,956 shares of NextEra Energy worth $435K as of Q2 2026.
Laurel Oak Wealth Management bought 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
NextEra Energy made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #225 holding.
Laurel Oak Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's NextEra Energy position peaked at $458K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.