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
2026 Q2	$241K	Buy	+2,749	New	+$249K	0.03%	220
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oarsman Capital's NEE Position: Q2 2026 in Review

Oarsman Capital opened a new position in NextEra Energy (NEE) in Q2 2026: 2,749 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #220 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in NEE as recently as Q4 2024.

Oarsman Capital first reported a position in NEE in Q2 2016 and has held it in 10 quarters since. The position peaked at $248K in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Oarsman Capital held 2,749 shares of NextEra Energy worth $241K as of Q2 2026.
NextEra Energy was a new Oarsman Capital position in Q2 2026.
NextEra Energy made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #220 holding.
Oarsman Capital first reported a position in NextEra Energy in Q2 2016 and has held it in 10 quarters since.
Oarsman Capital's NextEra Energy position peaked at $248K in Q4 2021.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.