Silver Oak Securities’s NextEra Energy NEE Stock Holding History

Silver Oak Securities’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	$2.62M	Buy	28,173 +4,041	+17%	+$359K	0.19%	116
2025 Q4	$1.94M	Buy	24,132 +1,040	+5%	+$86.1K	0.13%	159
2025 Q3	$1.74M	Buy	23,092 +4,549	+25%	+$332K	0.13%	161
2025 Q2	$1.29M	Sell	18,543 -3,106	-14%	-$216K	0.1%	204
2025 Q1	$1.53M	Sell	21,649 -380	-2%	-$26.8K	0.14%	158
2024 Q4	$1.58M	Buy	22,029 +15,831	+255%	+$1.23M	0.15%	152
2024 Q3	$524K	Buy	6,198 +4,767	+333%	+$372K	0.06%	326
2024 Q2	$101K	Buy	1,431 +90	+7%	+$6.39K	0.02%	428
2024 Q1	$85.7K	Buy	+1,341	New	+$78.6K	0.01%	432
2023 Q3	–	Sell	-5,585	Closed	-$414K	–	480
2023 Q2	$414K	Buy	5,585 +1,881	+51%	+$142K	0.07%	266
2023 Q1	$286K	Buy	+3,704	New	+$285K	0.05%	293

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

Silver Oak Securities's NEE Position: Q1 2026 in Review

Silver Oak Securities increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $359K and bringing the position to 28,173 shares worth $2.62M. The position accounts for 0.19% of the portfolio, ranked #116.

Silver Oak Securities first reported a position in NEE in Q1 2023 and has held it in 11 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Silver Oak Securities held 28,173 shares of NextEra Energy worth $2.62M as of Q1 2026.
Silver Oak Securities bought 4,041 NextEra Energy shares in Q1 2026, an estimated $359K.
NextEra Energy made up 0.19% of Silver Oak Securities's portfolio in Q1 2026, its #116 holding.
Silver Oak Securities first reported a position in NextEra Energy in Q1 2023 and has held it in 11 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.