Oak Family Advisors’s NextEra Energy NEE Stock Holding History

Oak Family Advisors’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
2022 Q2	–	Sell	-2,836	Closed	-$240K	–	144
2022 Q1	$240K	Buy	2,836 +1	+0%	+$80	0.09%	128
2021 Q4	$265K	Hold	2,835	–	–	0.1%	133
2021 Q3	$223K	Buy	2,835 +1	+0%	+$81	0.08%	137
2021 Q2	$208K	Buy	2,834 +1	+0%	+$75	0.09%	95
2021 Q1	$214K	Sell	2,833 -500	-15%	-$39K	0.09%	86
2020 Q4	$257K	Buy	+3,333	New	+$249K	0.13%	87

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Family Advisors's NEE Position: Q2 2022 in Review

Oak Family Advisors sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 2,836 shares — an estimated $240K sold.

Oak Family Advisors first reported a position in NEE in Q4 2020 and held it in 6 quarters. The position peaked at $265K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Oak Family Advisors reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Oak Family Advisors sold 2,836 NextEra Energy shares in Q2 2022, an estimated $240K.
Oak Family Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 6 quarters.
Oak Family Advisors's NextEra Energy position peaked at $265K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Oak Family Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.