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
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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Occidental Asset Management's NEE Position: Q2 2025 in Review

Occidental Asset Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 3,332 shares — an estimated $236K sold.

Occidental Asset Management first reported a position in NEE in Q2 2022 and held it in 8 quarters. The position peaked at $2.09M in Q4 2023. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Occidental Asset Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Occidental Asset Management sold 3,332 NextEra Energy shares in Q2 2025, an estimated $236K.
Occidental Asset Management first reported a position in NextEra Energy in Q2 2022 and held it in 8 quarters.
Occidental Asset Management's NextEra Energy position peaked at $2.09M in Q4 2023.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Occidental Asset Management's 13F filing for Q2 2025, filed 14 Jul 2025.