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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Asset Management's NEE Position: Q2 2026 in Review

Oak Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 11,659 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #60.

Oak Asset Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2026. 684 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Oak Asset Management held 11,659 shares of NextEra Energy worth $1.02M as of Q2 2026.
Oak Asset Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.33% of Oak Asset Management's portfolio in Q2 2026, its #60 holding.
Oak Asset Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Oak Asset Management's NextEra Energy position peaked at $1.08M in Q1 2026.
684 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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