Oak Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
8,659
+85
| +1% | +$5.9K | 0.22% | 73 |
|
|
2025
Q1 | $608K | Buy |
8,574
+650
| +8% | +$46.1K | 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% | +$61.4K | 0.19% | 74 |
|
|
2023
Q4 | $421K | Buy |
6,939
+1,035
| +18% | +$62.9K | 0.17% | 74 |
|
|
2023
Q3 | $338K | Buy |
+5,904
| New | +$338K | 0.15% | 81 |
|