Oakworth Capital’s NextEra Energy NEE Stock Holding History

Oakworth Capital’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 Q1	$2.1M	Buy	22,624 +429	+2%	+$38.1K	0.11%	54
2025 Q4	$1.78M	Buy	22,195 +205	+0.9%	+$17K	0.1%	62
2025 Q3	$1.66M	Sell	21,990 -3	-0%	-$219	0.1%	64
2025 Q2	$1.53M	Sell	21,993 -1,804	-8%	-$125K	0.1%	60
2025 Q1	$1.69M	Buy	23,797 +1,161	+5%	+$81.9K	0.12%	55
2024 Q4	$1.62M	Sell	22,636 -321	-1%	-$24.9K	0.11%	56
2024 Q3	$1.94M	Buy	22,957 +1,304	+6%	+$102K	0.13%	51
2024 Q2	$1.53M	Sell	21,653 -112	-0.5%	-$7.95K	0.11%	60
2024 Q1	$1.39M	Sell	21,765 -3,311	-13%	-$194K	0.1%	62
2023 Q4	$1.52M	Sell	25,076 -4,919	-16%	-$280K	0.12%	55
2023 Q3	$1.72M	Sell	29,995 -145	-0.5%	-$10K	0.16%	47
2023 Q2	$2.24M	Sell	30,140 -1,546	-5%	-$117K	0.19%	37
2023 Q1	$2.44M	Buy	31,686 +1,093	+4%	+$84.1K	0.22%	37
2022 Q4	$2.56M	Sell	30,593 -117	-0.4%	-$9.45K	0.25%	28
2022 Q3	$2.41M	Buy	30,710 +189	+0.6%	+$16K	0.27%	28
2022 Q2	$2.36M	Hold	30,521	–	–	0.24%	31
2022 Q1	$2.59M	Sell	30,521 -1,300	-4%	-$104K	0.22%	33
2021 Q4	$2.97M	Buy	31,821 +1,263	+4%	+$109K	0.25%	32
2021 Q3	$2.4M	Sell	30,558 -428	-1%	-$34.5K	0.23%	32
2021 Q2	$2.27M	Buy	30,986 +400	+1%	+$30K	0.23%	31
2021 Q1	$2.31M	Buy	30,586 +690	+2%	+$53.9K	0.26%	29
2020 Q4	$2.31M	Sell	29,896 -380	-1%	-$28.4K	0.3%	28
2020 Q3	$2.1M	Buy	30,276 +28	+0.1%	+$1.93K	0.34%	28
2020 Q2	$1.82M	Buy	30,248 +84	+0.3%	+$5.03K	0.33%	29
2020 Q1	$1.81M	Buy	30,164 +8,176	+37%	+$514K	0.43%	25
2019 Q4	$1.33M	Buy	21,988 +6,384	+41%	+$373K	0.23%	43
2019 Q3	$909K	Sell	15,604 -840	-5%	-$45.5K	0.18%	49
2019 Q2	$842K	Buy	16,444 +432	+3%	+$21.3K	0.16%	56
2019 Q1	$774K	Hold	16,012	–	–	0.16%	58
2018 Q4	$696K	Buy	16,012 +1,780	+13%	+$77.8K	0.16%	61
2018 Q3	$596K	Buy	14,232 +1,384	+11%	+$58.9K	0.12%	75
2018 Q2	$536K	Buy	12,848 +240	+2%	+$9.69K	0.11%	83
2018 Q1	$516K	Hold	12,608	–	–	0.12%	76
2017 Q4	$498K	Buy	12,608 +1,444	+13%	+$55.8K	0.12%	86
2017 Q3	$420K	Hold	11,164	–	–	0.11%	96
2017 Q2	$391K	Buy	11,164 +1,216	+12%	+$41.6K	0.11%	97
2017 Q1	$320K	Buy	9,948 +800	+9%	+$25.2K	0.09%	110
2016 Q4	$261K	Hold	9,148	–	–	0.09%	123
2016 Q3	$280K	Buy	9,148 +312	+4%	+$9.83K	0.1%	109
2016 Q2	$265K	Buy	8,836 +400	+5%	+$12K	0.1%	112
2016 Q1	$250K	Buy	8,436 +1,008	+14%	+$28.3K	0.1%	112
2015 Q4	$193K	Sell	7,428 -5,088	-41%	-$129K	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%	+$247K	0.2%	52
2013 Q4	$34K	Buy	+1,600	New	+$33.7K	0.02%	156

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Oakworth Capital's NEE Position: Q1 2026 in Review

Oakworth Capital increased its NextEra Energy (NEE) stake by 1.9% in Q1 2026, buying an estimated $38.1K and bringing the position to 22,624 shares worth $2.1M. The position accounts for 0.11% of the portfolio, ranked #54.

Oakworth Capital first reported a position in NEE in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.97M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Oakworth Capital held 22,624 shares of NextEra Energy worth $2.1M as of Q1 2026.
Oakworth Capital bought 429 NextEra Energy shares in Q1 2026, an estimated $38.1K.
NextEra Energy made up 0.11% of Oakworth Capital's portfolio in Q1 2026, its #54 holding.
Oakworth Capital first reported a position in NextEra Energy in Q4 2013 and has held it in 50 quarters since.
Oakworth Capital's NextEra Energy position peaked at $2.97M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.