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TigerOak Management’s NextEra Energy NEE Stock Holding History

TigerOak 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
2026
Q1 		$1.16M Buy
12,480
+261
+2% +$23.2K 0.37% 43
2025
Q4 		$981K Hold
12,219
– – 0.3% 49
2025
Q3 		$922K Buy
12,219
+380
+3% +$27.8K 0.29% 48
2025
Q2 		$822K Sell
11,839
-27
-0.2% -$1.88K 0.28% 49
2025
Q1 		$841K Hold
11,866
– – 0.32% 47
2024
Q4 		$851K Buy
+11,866
New +$922K 0.31% 47

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

TigerOak Management's NEE Position: Q1 2026 in Review

TigerOak Management increased its NextEra Energy (NEE) stake by 2.1% in Q1 2026, buying an estimated $23.2K and bringing the position to 12,480 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #43.

TigerOak Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • TigerOak Management held 12,480 shares of NextEra Energy worth $1.16M as of Q1 2026.
  • TigerOak Management bought 261 NextEra Energy shares in Q1 2026, an estimated $23.2K.
  • NextEra Energy made up 0.37% of TigerOak Management's portfolio in Q1 2026, its #43 holding.
  • TigerOak Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.