OTL
NEE icon

Oak Thistle LLC’s NextEra Energy NEE Stock Holding History

Oak Thistle LLC’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 		– Sell
-44,593
Closed -$3.1M – 587
2025
Q2 		$3.1M Buy
44,593
+33,911
+317% +$2.36M 0.46% 44
2025
Q1 		$757K Buy
+10,682
New +$754K 0.15% 236
2024
Q1 		– Sell
-10,379
Closed -$630K – 444
2023
Q4 		$630K Sell
10,379
-7,885
-43% -$449K 0.18% 234
2023
Q3 		$1.05M Buy
18,264
+13,937
+322% +$965K 0.31% 112
2023
Q2 		$321K Buy
+4,327
New +$328K 0.17% 240
2022
Q2 		– Sell
-6,416
Closed -$543K – 330
2022
Q1 		$543K Buy
+6,416
New +$514K 0.29% 142

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Thistle LLC's NEE Position: Q3 2025 in Review

Oak Thistle LLC sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 44,593 shares — an estimated $3.1M sold.

Oak Thistle LLC first reported a position in NEE in Q1 2022 and held it in 6 quarters. The position peaked at $3.1M in Q2 2025. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Oak Thistle LLC reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 44,593 NextEra Energy shares in Q3 2025, an estimated $3.1M.
  • Oak Thistle LLC first reported a position in NextEra Energy in Q1 2022 and held it in 6 quarters.
  • Oak Thistle LLC's NextEra Energy position peaked at $3.1M in Q2 2025.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.