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Oxford Financial Group’s NextEra Energy NEE Stock Holding History

Oxford Financial Group’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 		$1.51M Buy
16,296
+2,397
+17% +$213K 0.08% 70
2025
Q4 		$1.12M Buy
13,899
+437
+3% +$36.2K 0.06% 84
2025
Q3 		$1.02M Buy
13,462
+370
+3% +$27K 0.06% 89
2025
Q2 		$909K Sell
13,092
-1,122
-8% -$77.9K 0.05% 87
2025
Q1 		$1.01M Buy
14,214
+115
+0.8% +$8.12K 0.07% 82
2024
Q4 		$1.01M Sell
14,099
-474
-3% -$36.8K 0.07% 94
2024
Q3 		$1.23M Sell
14,573
-74
-0.5% -$5.78K 0.08% 79
2024
Q2 		$1.04M Buy
14,647
+324
+2% +$23K 0.07% 90
2024
Q1 		$915K Sell
14,323
-983
-6% -$57.6K 0.06% 86
2023
Q4 		$930K Buy
15,306
+14
+0.1% +$798 0.07% 86
2023
Q3 		$876K Sell
15,292
-1,393
-8% -$96.4K 0.08% 84
2023
Q2 		$1.24M Buy
16,685
+4,463
+37% +$338K 0.12% 64
2023
Q1 		$942K Sell
12,222
-74
-0.6% -$5.69K 0.11% 71
2022
Q4 		$1.03M Buy
12,296
+1,089
+10% +$88K 0.12% 68
2022
Q3 		$879K Sell
11,207
-486
-4% -$41.2K 0.13% 69
2022
Q2 		$906K Buy
11,693
+337
+3% +$25.7K 0.13% 70
2022
Q1 		$962K Sell
11,356
-1,761
-13% -$141K 0.12% 77
2021
Q4 		$1.23M Sell
13,117
-548
-4% -$47.4K 0.14% 68
2021
Q3 		$1.07M Buy
13,665
+1,409
+11% +$114K 0.14% 69
2021
Q2 		$898K Buy
12,256
+436
+4% +$32.7K 0.12% 81
2021
Q1 		$894K Hold
11,820
– – 0.12% 76
2020
Q4 		$912K Sell
11,820
-1,360
-10% -$102K 0.13% 70
2020
Q3 		$915K Buy
13,180
+1,600
+14% +$110K 0.15% 62
2020
Q2 		$695K Hold
11,580
– – 0.12% 72
2020
Q1 		$697K Buy
+11,580
New +$728K 0.14% 64

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxford Financial Group's NEE Position: Q1 2026 in Review

Oxford Financial Group increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $213K and bringing the position to 16,296 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #70.

Oxford Financial Group first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Oxford Financial Group held 16,296 shares of NextEra Energy worth $1.51M as of Q1 2026.
  • Oxford Financial Group bought 2,397 NextEra Energy shares in Q1 2026, an estimated $213K.
  • NextEra Energy made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #70 holding.
  • Oxford Financial Group first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.