Oak Asset Management’s NextEra Energy NEE Stock Holding History

Oak Asset 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 Q3	$884K	Buy	11,674 +15	+0.1%	+$1.27K	0.28%	62
2026 Q2	$1.02M	Hold	11,659	–	–	0.33%	60
2026 Q1	$1.08M	Hold	11,659	–	–	0.37%	55
2025 Q4	$936K	Hold	11,659	–	–	0.32%	61
2025 Q3	$880K	Buy	11,659 +3,000	+35%	+$219K	0.3%	63
2025 Q2	$601K	Buy	8,659 +85	+1%	+$5.9K	0.22%	73
2025 Q1	$608K	Buy	8,574 +650	+8%	+$45.9K	0.22%	71
2024 Q4	$568K	Hold	7,924	–	–	0.21%	74
2024 Q3	$670K	Hold	7,924	–	–	0.24%	69
2024 Q2	$561K	Buy	7,924 +25	+0.3%	+$1.77K	0.21%	70
2024 Q1	$505K	Buy	7,899 +960	+14%	+$56.2K	0.19%	74
2023 Q4	$421K	Buy	6,939 +1,035	+18%	+$59K	0.17%	74
2023 Q3	$338K	Buy	+5,904	New	+$409K	0.15%	81

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oak Asset Management's NEE Position: Q3 2026 in Review

Oak Asset Management increased its NextEra Energy (NEE) stake by 0.13% in Q3 2026, buying an estimated $1.27K and bringing the position to 11,674 shares worth $884K. The position accounts for 0.28% of the portfolio, ranked #62.

Oak Asset Management first reported a position in NEE in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Oak Asset Management held 11,674 shares of NextEra Energy worth $884K as of Q3 2026.
Oak Asset Management bought 15 NextEra Energy shares in Q3 2026, an estimated $1.27K.
NextEra Energy made up 0.28% of Oak Asset Management's portfolio in Q3 2026, its #62 holding.
Oak Asset Management first reported a position in NextEra Energy in Q3 2023 and has held it in 13 quarters since.
Oak Asset Management's NextEra Energy position peaked at $1.08M in Q1 2026.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.