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 Q3	$424K	Buy	5,604 +441	+9%	+$37.3K	0.04%	235
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Occidental Asset Management's NEE Position: Q3 2026 in Review

Occidental Asset Management increased its NextEra Energy (NEE) stake by 8.5% in Q3 2026, buying an estimated $37.3K and bringing the position to 5,604 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #235.

Occidental Asset Management first reported a position in NEE in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2023. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Occidental Asset Management held 5,604 shares of NextEra Energy worth $424K as of Q3 2026.
Occidental Asset Management bought 441 NextEra Energy shares in Q3 2026, an estimated $37.3K.
NextEra Energy made up 0.04% of Occidental Asset Management's portfolio in Q3 2026, its #235 holding.
Occidental Asset Management first reported a position in NextEra Energy in Q2 2022 and has held it in 10 quarters since.
Occidental Asset Management's NextEra Energy position peaked at $2.09M in Q4 2023.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.