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Oak Harvest Investment Services’s NextEra Energy NEE Stock Holding History

Oak Harvest Investment Services’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
-3,116
Closed -$289K – 189
2026
Q1 		$289K Buy
+3,116
New +$277K 0.03% 143
2025
Q1 		– Sell
-75,369
Closed -$5.4M – 159
2024
Q4 		$5.4M Buy
75,369
+3,289
+5% +$256K 0.75% 47
2024
Q3 		$6.09M Buy
72,080
+4,098
+6% +$320K 0.87% 46
2024
Q2 		$4.81M Buy
67,982
+2,624
+4% +$186K 0.75% 48
2024
Q1 		$4.18M Buy
65,358
+1,510
+2% +$88.5K 0.68% 49
2023
Q4 		$3.88M Buy
63,848
+3,547
+6% +$202K 0.77% 44
2023
Q3 		$3.45M Buy
60,301
+8,020
+15% +$555K 0.73% 45
2023
Q2 		$3.88M Buy
52,281
+12,620
+32% +$955K 0.87% 43
2023
Q1 		$3.06M Buy
39,661
+36,354
+1,099% +$2.8M 0.7% 50
2022
Q4 		$276K Buy
3,307
+199
+6% +$16.1K 0.07% 83
2022
Q3 		$244K Buy
3,108
+124
+4% +$10.5K 0.07% 86
2022
Q2 		$231K Buy
2,984
+152
+5% +$11.6K 0.06% 80
2022
Q1 		$240K Sell
2,832
-22
-0.8% -$1.76K 0.06% 79
2021
Q4 		$266K Sell
2,854
-52
-2% -$4.49K 0.07% 78
2021
Q3 		$228K Buy
+2,906
New +$234K 0.07% 78

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oak Harvest Investment Services's NEE Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,116 shares — an estimated $289K sold.

Oak Harvest Investment Services first reported a position in NEE in Q3 2021 and held it in 15 quarters. The position peaked at $6.09M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 3,116 NextEra Energy shares in Q2 2026, an estimated $289K.
  • Oak Harvest Investment Services first reported a position in NextEra Energy in Q3 2021 and held it in 15 quarters.
  • Oak Harvest Investment Services's NextEra Energy position peaked at $6.09M in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.