Oarsman Capital’s NextEra Energy NEE Stock Holding History

Oarsman 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
2025 Q1	–	Sell	-1,873	Closed	-$134K	–	621
2024 Q4	$134K	Buy	1,873 +201	+12%	+$15.6K	0.02%	288
2024 Q3	$141K	Buy	+1,672	New	+$130K	0.03%	290
2022 Q1	–	Sell	-2,654	Closed	-$248K	–	195
2021 Q4	$248K	Hold	2,654	–	–	0.1%	160
2021 Q3	$208K	Buy	+2,654	New	+$214K	0.08%	179
2020 Q4	–	Sell	-3,304	Closed	-$229K	–	188
2020 Q3	$229K	Buy	+3,304	New	+$228K	0.1%	149
2020 Q1	–	Sell	-3,744	Closed	-$227K	–	160
2019 Q4	$227K	Hold	3,744	–	–	0.1%	168
2019 Q3	$218K	Buy	+3,744	New	+$203K	0.1%	171
2017 Q2	–	Sell	-6,244	Closed	-$200K	–	185
2017 Q1	$200K	Buy	+6,244	New	+$196K	0.09%	178
2016 Q3	–	Sell	-6,244	Closed	-$204K	–	188
2016 Q2	$204K	Buy	+6,244	New	+$187K	0.11%	175

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

Norges Bank Oslo, Norway $935B 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oarsman Capital's NEE Position: Q1 2025 in Review

Oarsman Capital sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 1,873 shares — an estimated $134K sold.

Oarsman Capital first reported a position in NEE in Q2 2016 and held it in 9 quarters. The position peaked at $248K in Q4 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Oarsman Capital reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 1,873 NextEra Energy shares in Q1 2025, an estimated $134K.
Oarsman Capital first reported a position in NextEra Energy in Q2 2016 and held it in 9 quarters.
Oarsman Capital's NextEra Energy position peaked at $248K in Q4 2021.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.