Occidental Asset Management’s NextEra Energy NEE Stock Holding History

Occidental Asset Management’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	$453K	Buy	+5,163	New	+$467K	0.05%	200
2025 Q2	–	Sell	-3,332	Closed	-$236K	–	278
2025 Q1	$236K	Buy	+3,332	New	+$235K	0.04%	222
2024 Q1	–	Sell	-34,430	Closed	-$2.09M	–	221
2023 Q4	$2.09M	Buy	34,430 +5,583	+19%	+$318K	0.43%	73
2023 Q3	$1.65M	Buy	28,847 +8,640	+43%	+$598K	0.38%	74
2023 Q2	$1.5M	Buy	20,207 +3,748	+23%	+$284K	0.34%	82
2023 Q1	$1.27M	Buy	16,459 +2,144	+15%	+$165K	0.32%	89
2022 Q4	$1.2M	Buy	14,315 +2,362	+20%	+$191K	0.33%	87
2022 Q3	$937K	Buy	11,953 +1,127	+10%	+$95.6K	0.28%	95
2022 Q2	$839K	Buy	+10,826	New	+$824K	0.25%	102

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 $3.37T AUM 44.26% 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

Occidental Asset Management's NEE Position: Q2 2026 in Review

Occidental Asset Management opened a new position in NextEra Energy (NEE) in Q2 2026: 5,163 shares worth $453K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings. This is a return to the name: Occidental Asset Management previously reported a position in NEE as recently as Q1 2025.

Occidental Asset Management first reported a position in NEE in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.09M in Q4 2023. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Occidental Asset Management held 5,163 shares of NextEra Energy worth $453K as of Q2 2026.
NextEra Energy was a new Occidental Asset Management position in Q2 2026.
NextEra Energy made up 0.05% of Occidental Asset Management's portfolio in Q2 2026, its #200 holding.
Occidental Asset Management first reported a position in NextEra Energy in Q2 2022 and has held it in 9 quarters since.
Occidental Asset Management's NextEra Energy position peaked at $2.09M in Q4 2023.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.