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 Q2	$1.08M	Sell	12,345 -135	-1%	-$12.2K	0.3%	50
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TigerOak Management's NEE Position: Q2 2026 in Review

TigerOak Management reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $12.2K and leaving 12,345 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #50.

TigerOak Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

TigerOak Management held 12,345 shares of NextEra Energy worth $1.08M as of Q2 2026.
TigerOak Management sold 135 NextEra Energy shares in Q2 2026, an estimated $12.2K.
NextEra Energy made up 0.3% of TigerOak Management's portfolio in Q2 2026, its #50 holding.
TigerOak Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
TigerOak Management's NextEra Energy position peaked at $1.16M in Q1 2026.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.