Live Oak Investment Partners’s NextEra Energy NEE Stock Holding History

Live Oak Investment Partners’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	$239K	Hold	2,574	–	–	0.14%	87
2025 Q4	$207K	Sell	2,574 -447	-15%	-$37K	0.13%	84
2025 Q3	$228K	Hold	3,021	–	–	0.15%	77
2025 Q2	$210K	Hold	3,021	–	–	0.16%	78
2025 Q1	$214K	Buy	+3,021	New	+$213K	0.17%	84
2024 Q4	–	Hold	0	–	–	–	79
2024 Q3	–	Hold	0	–	–	–	76
2024 Q2	–	Hold	0	–	–	–	79
2023 Q4	–	Hold	0	–	–	–	95
2023 Q3	–	Hold	0	–	–	–	95
2023 Q2	–	Hold	0	–	–	–	92
2023 Q1	–	Hold	0	–	–	–	93
2022 Q4	–	Hold	0	–	–	–	92

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

Live Oak Investment Partners's NEE Position: Q1 2026 in Review

Live Oak Investment Partners held its NextEra Energy (NEE) position steady in Q1 2026 at 2,574 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #87.

Live Oak Investment Partners first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Live Oak Investment Partners held 2,574 shares of NextEra Energy worth $239K as of Q1 2026.
Live Oak Investment Partners left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.14% of Live Oak Investment Partners's portfolio in Q1 2026, its #87 holding.
Live Oak Investment Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.