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 Q2	$226K	Hold	2,574	–	–	0.12%	87
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 $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

Live Oak Investment Partners's NEE Position: Q2 2026 in Review

Live Oak Investment Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 2,574 shares worth $226K. The position accounts for 0.12% of the portfolio, ranked #87.

Live Oak Investment Partners first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Live Oak Investment Partners held 2,574 shares of NextEra Energy worth $226K as of Q2 2026.
Live Oak Investment Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.12% of Live Oak Investment Partners's portfolio in Q2 2026, its #87 holding.
Live Oak Investment Partners first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Live Oak Investment Partners's NextEra Energy position peaked at $239K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.