Oakworth Capital’s NextEra Energy, Inc. NEE Stock Holding History

Oakworth Capital’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Sell	21,993 -1,804	-8%	-$125K	0.1%	60
2025 Q1	$1.69M	Buy	23,797 +1,161	+5%	+$82.3K	0.12%	55
2024 Q4	$1.62M	Sell	22,636 -321	-1%	-$23K	0.11%	56
2024 Q3	$1.94M	Buy	22,957 +1,304	+6%	+$110K	0.13%	51
2024 Q2	$1.53M	Sell	21,653 -112	-0.5%	-$7.93K	0.11%	60
2024 Q1	$1.39M	Sell	21,765 -3,311	-13%	-$212K	0.1%	62
2023 Q4	$1.52M	Sell	25,076 -4,919	-16%	-$299K	0.12%	55
2023 Q3	$1.72M	Sell	29,995 -145	-0.5%	-$8.31K	0.16%	47
2023 Q2	$2.24M	Sell	30,140 -1,546	-5%	-$115K	0.19%	37
2023 Q1	$2.44M	Buy	31,686 +1,093	+4%	+$84.2K	0.22%	37
2022 Q4	$2.56M	Sell	30,593 -117	-0.4%	-$9.78K	0.25%	28
2022 Q3	$2.41M	Buy	30,710 +189	+0.6%	+$14.8K	0.27%	28
2022 Q2	$2.36M	Hold	30,521	–	–	0.24%	31
2022 Q1	$2.59M	Sell	30,521 -1,300	-4%	-$110K	0.22%	33
2021 Q4	$2.97M	Buy	31,821 +1,263	+4%	+$118K	0.25%	32
2021 Q3	$2.4M	Sell	30,558 -428	-1%	-$33.6K	0.23%	32
2021 Q2	$2.27M	Buy	30,986 +400	+1%	+$29.3K	0.23%	31
2021 Q1	$2.31M	Buy	30,586 +690	+2%	+$52.2K	0.26%	29
2020 Q4	$2.31M	Sell	29,896 -380	-1%	-$29.3K	0.3%	28
2020 Q3	$2.1M	Buy	30,276 +28	+0.1%	+$1.94K	0.34%	28
2020 Q2	$1.82M	Buy	30,248 +84	+0.3%	+$5.04K	0.33%	29
2020 Q1	$1.82M	Buy	30,164 +8,176	+37%	+$492K	0.43%	25
2019 Q4	$1.33M	Buy	21,988 +6,384	+41%	+$385K	0.23%	43
2019 Q3	$909K	Sell	15,604 -840	-5%	-$48.9K	0.18%	49
2019 Q2	$842K	Buy	16,444 +432	+3%	+$22.1K	0.16%	56
2019 Q1	$774K	Hold	16,012	–	–	0.16%	58
2018 Q4	$696K	Buy	16,012 +1,780	+13%	+$77.4K	0.16%	61
2018 Q3	$596K	Buy	14,232 +1,384	+11%	+$58K	0.12%	75
2018 Q2	$536K	Buy	12,848 +240	+2%	+$10K	0.11%	83
2018 Q1	$516K	Hold	12,608	–	–	0.12%	76
2017 Q4	$498K	Buy	12,608 +1,444	+13%	+$57K	0.12%	86
2017 Q3	$420K	Hold	11,164	–	–	0.11%	96
2017 Q2	$391K	Buy	11,164 +1,216	+12%	+$42.6K	0.11%	97
2017 Q1	$320K	Buy	9,948 +800	+9%	+$25.7K	0.09%	110
2016 Q4	$261K	Hold	9,148	–	–	0.09%	123
2016 Q3	$280K	Buy	9,148 +312	+4%	+$9.55K	0.1%	109
2016 Q2	$265K	Buy	8,836 +400	+5%	+$12K	0.1%	112
2016 Q1	$250K	Buy	8,436 +1,008	+14%	+$29.9K	0.1%	112
2015 Q4	$193K	Sell	7,428 -5,088	-41%	-$132K	0.08%	123
2015 Q3	$305K	Hold	12,516	–	–	0.16%	57
2015 Q2	$329K	Hold	12,516	–	–	0.16%	61
2015 Q1	$316K	Hold	12,516	–	–	0.15%	74
2014 Q4	$333K	Hold	12,516	–	–	0.17%	68
2014 Q3	$308K	Hold	12,516	–	–	0.18%	54
2014 Q2	$321K	Hold	12,516	–	–	0.2%	52
2014 Q1	$299K	Buy	12,516 +10,916	+682%	+$261K	0.2%	52
2013 Q4	$34K	Buy	+1,600	New	+$34K	0.02%	156