Oppenheimer & Co’s NextEra Energy NEE Stock Holding History

Oppenheimer & Co’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 Q1	$27.4M	Sell	294,952 -5,630	-2%	-$501K	0.33%	51
2025 Q4	$24.1M	Sell	300,582 -32,696	-10%	-$2.71M	0.34%	46
2025 Q3	$25.2M	Buy	333,278 +100,467	+43%	+$7.34M	0.31%	55
2025 Q2	$16.2M	Sell	232,811 -38,240	-14%	-$2.66M	0.21%	91
2025 Q1	$19.2M	Buy	271,051 +25,141	+10%	+$1.77M	0.29%	65
2024 Q4	$17.6M	Sell	245,910 -19,540	-7%	-$1.52M	0.26%	68
2024 Q3	$22.4M	Buy	265,450 +10,766	+4%	+$840K	0.34%	51
2024 Q2	$18M	Buy	254,684 +11,457	+5%	+$813K	0.29%	67
2024 Q1	$15.5M	Buy	243,227 +2,750	+1%	+$161K	0.26%	79
2023 Q4	$14.6M	Buy	240,477 +12,477	+5%	+$711K	0.27%	76
2023 Q3	$13.1M	Buy	228,000 +9,883	+5%	+$684K	0.27%	76
2023 Q2	$16.2M	Sell	218,117 -15,763	-7%	-$1.19M	0.32%	56
2023 Q1	$18M	Buy	233,880 +24,428	+12%	+$1.88M	0.38%	51
2022 Q4	$17.5M	Sell	209,452 -65,689	-24%	-$5.31M	0.4%	45
2022 Q3	$21.6M	Sell	275,141 -18,803	-6%	-$1.6M	0.5%	27
2022 Q2	$22.8M	Sell	293,944 -1,839	-0.6%	-$140K	0.49%	31
2022 Q1	$25.1M	Buy	295,783 +5,554	+2%	+$445K	0.45%	34
2021 Q4	$27.1M	Sell	290,229 -1,292	-0.4%	-$112K	0.47%	29
2021 Q3	$22.9M	Buy	291,521 +1,860	+0.6%	+$150K	0.43%	36
2021 Q2	$21.2M	Sell	289,661 -14,253	-5%	-$1.07M	0.38%	46
2021 Q1	$23M	Buy	303,914 +36,657	+14%	+$2.86M	0.46%	32
2020 Q4	$20.6M	Buy	267,257 +13,625	+5%	+$1.02M	0.44%	43
2020 Q3	$17.6M	Sell	253,632 -42,796	-14%	-$2.95M	0.44%	43
2020 Q2	$17.8M	Sell	296,428 -3,992	-1%	-$239K	0.46%	42
2020 Q1	$18.1M	Sell	300,420 -364	-0.1%	-$22.9K	0.55%	34
2019 Q4	$18.2M	Buy	300,784 +11,928	+4%	+$696K	0.45%	49
2019 Q3	$16.8M	Buy	288,856 +3,052	+1%	+$165K	0.46%	46
2019 Q2	$14.6M	Sell	285,804 -4,268	-1%	-$210K	0.4%	54
2019 Q1	$14M	Buy	290,072 +7,844	+3%	+$359K	0.37%	57
2018 Q4	$12.3M	Buy	282,228 +16,140	+6%	+$706K	0.38%	56
2018 Q3	$11.1M	Sell	266,088 -25,396	-9%	-$1.08M	0.28%	76
2018 Q2	$12.2M	Buy	291,484 +3,948	+1%	+$159K	0.33%	62
2018 Q1	$11.7M	Buy	287,536 +15,868	+6%	+$612K	0.3%	74
2017 Q4	$10.6M	Sell	271,668 -3,432	-1%	-$133K	0.27%	79
2017 Q3	$10.1M	Sell	275,100 -2,176	-0.8%	-$79.7K	0.27%	79
2017 Q2	$9.71M	Sell	277,276 -19,956	-7%	-$682K	0.27%	83
2017 Q1	$9.54M	Sell	297,232 -11,348	-4%	-$357K	0.27%	86
2016 Q4	$9.21M	Sell	308,580 -16,508	-5%	-$493K	0.27%	85
2016 Q3	$9.94M	Buy	325,088 +13,308	+4%	+$419K	0.29%	75
2016 Q2	$10.2M	Sell	311,780 -60,008	-16%	-$1.8M	0.3%	74
2016 Q1	$11M	Sell	371,788 -19,000	-5%	-$533K	0.33%	71
2015 Q4	$10.2M	Sell	390,788 -6,240	-2%	-$158K	0.3%	79
2015 Q3	$9.68M	Buy	397,028 +18,140	+5%	+$461K	0.29%	78
2015 Q2	$9.29M	Sell	378,888 -10,148	-3%	-$258K	0.26%	83
2015 Q1	$10.1M	Sell	389,036 -31,136	-7%	-$821K	0.28%	82
2014 Q4	$11.2M	Buy	420,172 +120	+0%	+$3.03K	0.32%	69
2014 Q3	$9.86M	Buy	420,052 +7,488	+2%	+$181K	0.29%	77
2014 Q2	$10.6M	Buy	412,564 +10,272	+3%	+$250K	0.32%	63
2014 Q1	$9.62M	Buy	402,292 +107,776	+37%	+$2.44M	0.29%	70
2013 Q4	$6.3M	Buy	294,516 +48,104	+20%	+$1.01M	0.2%	126
2013 Q3	$4.94M	Buy	246,412 +29,588	+14%	+$611K	0.17%	149
2013 Q2	$4.42M	Buy	+216,824	New	+$4.3M	0.17%	152

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oppenheimer & Co's NEE Position: Q1 2026 in Review

Oppenheimer & Co reduced its NextEra Energy (NEE) stake by 1.9% in Q1 2026, selling an estimated $501K and leaving 294,952 shares worth $27.4M. The position accounts for 0.33% of the portfolio, ranked #51.

Oppenheimer & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Oppenheimer & Co held 294,952 shares of NextEra Energy worth $27.4M as of Q1 2026.
Oppenheimer & Co sold 5,630 NextEra Energy shares in Q1 2026, an estimated $501K.
NextEra Energy made up 0.33% of Oppenheimer & Co's portfolio in Q1 2026, its #51 holding.
Oppenheimer & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.