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 Q2	$2.42M	Sell	27,591 -582	-2%	-$52.6K	0.15%	147
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Silver Oak Securities's NEE Position: Q2 2026 in Review

Silver Oak Securities reduced its NextEra Energy (NEE) stake by 2.1% in Q2 2026, selling an estimated $52.6K and leaving 27,591 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #147.

Silver Oak Securities first reported a position in NEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.62M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Silver Oak Securities held 27,591 shares of NextEra Energy worth $2.42M as of Q2 2026.
Silver Oak Securities sold 582 NextEra Energy shares in Q2 2026, an estimated $52.6K.
NextEra Energy made up 0.15% of Silver Oak Securities's portfolio in Q2 2026, its #147 holding.
Silver Oak Securities first reported a position in NextEra Energy in Q1 2023 and has held it in 12 quarters since.
Silver Oak Securities's NextEra Energy position peaked at $2.62M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.