Oak Harbor Wealth Partners’s NextEra Energy NEE Stock Holding History

Oak Harbor Wealth 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	–	Sell	-2,708	Closed	-$251K	–	267
2026 Q1	$251K	Buy	+2,708	New	+$241K	0.06%	178
2025 Q2	–	Sell	-9,601	Closed	-$681K	–	262
2025 Q1	$681K	Sell	9,601 -8,670	-47%	-$612K	0.19%	105
2024 Q4	$1.31M	Sell	18,271 -305	-2%	-$23.7K	0.38%	69
2024 Q3	$1.57M	Buy	18,576 +14,451	+350%	+$1.13M	0.45%	62
2024 Q2	$292K	Buy	+4,125	New	+$293K	0.09%	134

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 $3.37T AUM 44.26% 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

Oak Harbor Wealth Partners's NEE Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,708 shares — an estimated $251K sold.

Oak Harbor Wealth Partners first reported a position in NEE in Q2 2024 and held it in 5 quarters. The position peaked at $1.57M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 2,708 NextEra Energy shares in Q2 2026, an estimated $251K.
Oak Harbor Wealth Partners first reported a position in NextEra Energy in Q2 2024 and held it in 5 quarters.
Oak Harbor Wealth Partners's NextEra Energy position peaked at $1.57M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.