OHWA
NEE icon

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
2024
Q4 		– Sell
-6,137
Closed -$519K – 203
2024
Q3 		$519K Buy
+6,137
New +$479K 0.13% 73
2024
Q2 		– Sell
-6,731
Closed -$430K – 178
2024
Q1 		$430K Buy
+6,731
New +$394K 0.14% 72

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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.