Oxford Asset Management’s NextEra Energy NEE Stock Holding History

Oxford 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
2024 Q4	–	Sell	-2,912	Closed	-$246K	–	554
2024 Q3	$246K	Buy	+2,912	New	+$227K	0.2%	205
2017 Q2	–	Sell	-36,812	Closed	-$1.18M	–	1623
2017 Q1	$1.18M	Buy	+36,812	New	+$1.16M	0.03%	733

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

Norges Bank Oslo, Norway $935B 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

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

Oxford Asset Management's NEE Position: Q4 2024 in Review

Oxford Asset Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,912 shares — an estimated $246K sold.

Oxford Asset Management first reported a position in NEE in Q1 2017 and held it in 2 quarters. The position peaked at $1.18M in Q1 2017. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Oxford Asset Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Oxford Asset Management sold 2,912 NextEra Energy shares in Q4 2024, an estimated $246K.
Oxford Asset Management first reported a position in NextEra Energy in Q1 2017 and held it in 2 quarters.
Oxford Asset Management's NextEra Energy position peaked at $1.18M in Q1 2017.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Oxford Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.