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SkyOak Wealth’s NextEra Energy NEE Stock Holding History

SkyOak Wealth’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 		$3.39M Sell
38,646
-532
-1% -$48.1K 0.55% 47
2026
Q1 		$3.64M Sell
39,178
-282
-0.7% -$25.1K 0.67% 39
2025
Q4 		$3.17M Sell
39,460
-65
-0.2% -$5.38K 0.57% 47
2025
Q3 		$2.98M Sell
39,525
-428
-1% -$31.3K 0.56% 47
2025
Q2 		$2.77M Hold
39,953
– – 0.56% 48
2025
Q1 		$2.83M Sell
39,953
-532
-1% -$37.6K 0.62% 45
2024
Q4 		$2.9M Buy
40,485
+1,194
+3% +$92.8K 0.62% 43
2024
Q3 		$3.32M Sell
39,291
-168
-0.4% -$13.1K 0.74% 37
2024
Q2 		$2.79M Sell
39,459
-825
-2% -$58.5K 0.65% 42
2024
Q1 		$2.57M Sell
40,284
-102
-0.3% -$5.97K 0.62% 41
2023
Q4 		$2.45M Sell
40,386
-4,233
-9% -$241K 0.64% 39
2023
Q3 		$2.56M Sell
44,619
-140
-0.3% -$9.69K 0.75% 37
2023
Q2 		$3.32M Sell
44,759
-1,703
-4% -$129K 0.94% 30
2023
Q1 		$3.58M Buy
46,462
+48
+0.1% +$3.69K 1.09% 26
2022
Q4 		$3.88M Buy
46,414
+924
+2% +$74.6K 1.3% 20
2022
Q3 		$3.57M Sell
45,490
-973
-2% -$82.5K 1.28% 20
2022
Q2 		$3.6M Buy
46,463
+616
+1% +$46.9K 1.23% 23
2022
Q1 		$3.88M Buy
45,847
+627
+1% +$50.2K 1.08% 29
2021
Q4 		$4.22M Buy
45,220
+162
+0.4% +$14K 1.07% 30
2021
Q3 		$3.54M Buy
45,058
+24
+0.1% +$1.94K 0.95% 31
2021
Q2 		$3.3M Sell
45,034
-379
-0.8% -$28.4K 0.88% 30
2021
Q1 		$3.5M Sell
45,413
-489
-1% -$38.2K 0.97% 28
2020
Q4 		$3.54M Sell
45,902
-2
-0% -$150 1.1% 25
2020
Q3 		$3.19M Sell
45,904
-2,136
-4% -$147K 1.15% 22
2020
Q2 		$2.88M Sell
48,040
-80
-0.2% -$4.79K 1.06% 22
2020
Q1 		$2.9M Sell
48,120
-1,156
-2% -$72.7K 1.48% 13
2019
Q4 		$2.98M Buy
+49,276
New +$2.88M 0.92% 29

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SkyOak Wealth's NEE Position: Q2 2026 in Review

SkyOak Wealth reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $48.1K and leaving 38,646 shares worth $3.39M. The position accounts for 0.55% of the portfolio, ranked #47.

SkyOak Wealth first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.22M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SkyOak Wealth held 38,646 shares of NextEra Energy worth $3.39M as of Q2 2026.
  • SkyOak Wealth sold 532 NextEra Energy shares in Q2 2026, an estimated $48.1K.
  • NextEra Energy made up 0.55% of SkyOak Wealth's portfolio in Q2 2026, its #47 holding.
  • SkyOak Wealth first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's NextEra Energy position peaked at $4.22M in Q4 2021.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.