OFI Invest Asset Management’s NextEra Energy NEE Stock Holding History

OFI Invest 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	$32.3M	Sell	418,651 -221,121	-35%	-$20M	0.32%	73
2026 Q1	$51.7M	Sell	639,772 -263,853	-29%	-$23.5M	0.68%	32
2025 Q4	$61.9M	Buy	903,625 +185,188	+26%	+$15.3M	0.88%	24
2025 Q3	$46.2M	Sell	718,437 -215,187	-23%	-$15.7M	0.97%	28
2025 Q2	$55.2M	Buy	933,624 +293,376	+46%	+$20.4M	1.37%	16
2025 Q1	$42M	Buy	640,248 +136,484	+27%	+$9.63M	1.1%	25
2024 Q4	$34.9M	Buy	+503,764	New	+$39.1M	0.82%	33
2024 Q2	$32.5M	Buy	491,781 +10,809	+2%	+$767K	0.86%	34
2024 Q1	$28.5M	Buy	480,972 +25,420	+6%	+$1.49M	0.77%	42
2023 Q4	$25M	Buy	455,552 +139,124	+44%	+$7.93M	0.84%	43
2023 Q3	$17.1M	Sell	316,428 -125,791	-28%	-$8.71M	0.62%	52
2023 Q2	$32.8M	Sell	442,219 -34,926,324	-99%	-$2.64B	1.3%	30
2023 Q1	$459M	Buy	+35,368,543	New	+$2.72B	2.37%	10

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

OFI Invest Asset Management's NEE Position: Q2 2026 in Review

OFI Invest Asset Management reduced its NextEra Energy (NEE) stake by 35% in Q2 2026, selling an estimated $20M and leaving 418,651 shares worth $32.3M. The position accounts for 0.32% of the portfolio, ranked #73.

OFI Invest Asset Management first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $459M in Q1 2023. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

OFI Invest Asset Management held 418,651 shares of NextEra Energy worth $32.3M as of Q2 2026.
OFI Invest Asset Management sold 221,121 NextEra Energy shares in Q2 2026, an estimated $20M.
NextEra Energy made up 0.32% of OFI Invest Asset Management's portfolio in Q2 2026, its #73 holding.
OFI Invest Asset Management first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
OFI Invest Asset Management's NextEra Energy position peaked at $459M in Q1 2023.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.