Oppenheimer Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.6M | Sell |
257,124
-4,961
| -2% | -$449K | 0.23% | 98 |
|
|
2026
Q1 | $24.3M | Sell |
262,085
-778
| -0.3% | -$69.2K | 0.28% | 81 |
|
|
2025
Q4 | $21.1M | Sell |
262,863
-1,538
| -0.6% | -$127K | 0.26% | 90 |
|
|
2025
Q3 | $20M | Sell |
264,401
-2,907
| -1% | -$212K | 0.22% | 109 |
|
|
2025
Q2 | $18.6M | Sell |
267,308
-1,378
| -0.5% | -$95.7K | 0.21% | 118 |
|
|
2025
Q1 | $19M | Sell |
268,686
-2,223
| -0.8% | -$157K | 0.24% | 108 |
|
|
2024
Q4 | $19.4M | Sell |
270,909
-25,429
| -9% | -$1.98M | 0.24% | 110 |
|
|
2024
Q3 | $25M | Sell |
296,338
-7,069
| -2% | -$552K | 0.3% | 80 |
|
|
2024
Q2 | $21.5M | Buy |
303,407
+26,169
| +9% | +$1.86M | 0.27% | 84 |
|
|
2024
Q1 | $17.7M | Buy |
277,238
+2,239
| +0.8% | +$131K | 0.26% | 84 |
|
|
2023
Q4 | $16.7M | Sell |
274,999
-12,708
| -4% | -$724K | 0.23% | 104 |
|
|
2023
Q3 | $16.5M | Sell |
287,707
-46,119
| -14% | -$3.19M | 0.25% | 88 |
|
|
2023
Q2 | $24.8M | Sell |
333,826
-4,367
| -1% | -$331K | 0.36% | 57 |
|
|
2023
Q1 | $26.1M | Sell |
338,193
-2,341
| -0.7% | -$180K | 0.4% | 53 |
|
|
2022
Q4 | $28.5M | Buy |
340,534
+9,340
| +3% | +$755K | 0.46% | 50 |
|
|
2022
Q3 | $26M | Buy |
331,194
+24,930
| +8% | +$2.11M | 0.46% | 44 |
|
|
2022
Q2 | $23.7M | Sell |
306,264
-7,928
| -3% | -$604K | 0.4% | 55 |
|
|
2022
Q1 | $26.6M | Sell |
314,192
-3,149
| -1% | -$252K | 0.38% | 55 |
|
|
2021
Q4 | $29.6M | Sell |
317,341
-2,115
| -0.7% | -$183K | 0.39% | 51 |
|
|
2021
Q3 | $25.1M | Sell |
319,456
-43,106
| -12% | -$3.48M | 0.36% | 62 |
|
|
2021
Q2 | $26.6M | Sell |
362,562
-3,802
| -1% | -$285K | 0.38% | 57 |
|
|
2021
Q1 | $27.7M | Sell |
366,364
-10,926
| -3% | -$853K | 0.43% | 48 |
|
|
2020
Q4 | $29.1M | Buy |
377,290
+6,126
| +2% | +$458K | 0.49% | 44 |
|
|
2020
Q3 | $25.8M | Sell |
371,164
-6,796
| -2% | -$469K | 0.5% | 42 |
|
|
2020
Q2 | $22.7M | Buy |
377,960
+1,772
| +0.5% | +$106K | 0.47% | 47 |
|
|
2020
Q1 | $22.6M | Sell |
376,188
-12,448
| -3% | -$782K | 0.56% | 41 |
|
|
2019
Q4 | $23.5M | Sell |
388,636
-3,752
| -1% | -$219K | 0.5% | 30 |
|
|
2019
Q3 | $22.9M | Sell |
392,388
-71,056
| -15% | -$3.85M | 0.51% | 32 |
|
|
2019
Q2 | $23.7M | Sell |
463,444
-11,920
| -3% | -$587K | 0.52% | 29 |
|
|
2019
Q1 | $23M | Sell |
475,364
-20,816
| -4% | -$952K | 0.52% | 31 |
|
|
2018
Q4 | $21.6M | Sell |
496,180
-19,720
| -4% | -$862K | 0.53% | 34 |
|
|
2018
Q3 | $21.6M | Sell |
515,900
-17,912
| -3% | -$763K | 0.48% | 36 |
|
|
2018
Q2 | $22.3M | Sell |
533,812
-23,560
| -4% | -$951K | 0.55% | 31 |
|
|
2018
Q1 | $22.8M | Sell |
557,372
-44,720
| -7% | -$1.72M | 0.57% | 29 |
|
|
2017
Q4 | $22.1M | Hold |
602,092
| – | – | 0.59% | 31 |
|
|
2017
Q3 | $22.1M | Sell |
602,092
-9,824
| -2% | -$360K | 0.57% | 32 |
|
|
2017
Q2 | $21.4M | Sell |
611,916
-4,232
| -0.7% | -$145K | 0.59% | 27 |
|
|
2017
Q1 | $19.8M | Buy |
+616,148
| New | +$19.4M | 0.56% | 29 |
|
Other funds holding NEE
Oppenheimer Asset Management's NEE Position: Q2 2026 in Review
Oppenheimer Asset Management reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $449K and leaving 257,124 shares worth $22.6M. The position accounts for 0.23% of the portfolio, ranked #98.
Oppenheimer Asset Management first reported a position in NEE in Q1 2017 and has held it in 38 quarters since. The position peaked at $29.6M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Oppenheimer Asset Management held 257,124 shares of NextEra Energy worth $22.6M as of Q2 2026.
- Oppenheimer Asset Management sold 4,961 NextEra Energy shares in Q2 2026, an estimated $449K.
- NextEra Energy made up 0.23% of Oppenheimer Asset Management's portfolio in Q2 2026, its #98 holding.
- Oppenheimer Asset Management first reported a position in NextEra Energy in Q1 2017 and has held it in 38 quarters since.
- Oppenheimer Asset Management's NextEra Energy position peaked at $29.6M in Q4 2021.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.