Oak Hill Wealth Advisors’s NextEra Energy NEE Stock Holding History

Oak Hill Wealth 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
2025 Q3	$631K	Sell	8,359 -94	-1%	-$6.87K	0.12%	92
2025 Q2	$613K	Hold	8,453	–	–	0.13%	86
2025 Q1	$599K	Hold	8,453	–	–	0.14%	75
2024 Q4	$606K	Buy	+8,453	New	+$657K	0.14%	69
2024 Q3	–	Sell	-6,137	Closed	-$479K	–	183
2024 Q2	$435K	Buy	+6,137	New	+$435K	0.13%	73
2024 Q1	–	Sell	-6,825	Closed	-$400K	–	169
2023 Q4	$415K	Sell	6,825 -2,333	-25%	-$133K	0.14%	73
2023 Q3	$525K	Buy	9,158 +93	+1%	+$6.44K	0.2%	58
2023 Q2	$673K	Buy	9,065 +1	+0%	+$76	0.25%	51
2023 Q1	$699K	Hold	9,064	–	–	0.28%	50
2022 Q4	$758K	Buy	+9,064	New	+$732K	0.31%	47

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Oak Hill Wealth Advisors's NEE Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.1% in Q3 2025, selling an estimated $6.87K and leaving 8,359 shares worth $631K. The position accounts for 0.12% of the portfolio, ranked #92.

Oak Hill Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. The position peaked at $758K in Q4 2022. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Oak Hill Wealth Advisors held 8,359 shares of NextEra Energy worth $631K as of Q3 2025.
Oak Hill Wealth Advisors sold 94 NextEra Energy shares in Q3 2025, an estimated $6.87K.
NextEra Energy made up 0.12% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #92 holding.
Oak Hill Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's NextEra Energy position peaked at $758K in Q4 2022.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.