Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,023,310
-$59,577 QoQ
Shares Held
11,659
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,599
of 3,000 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Oak Asset Management, LLC holds $1,292,000 across 2 Utilities - Regulated Electric names. NEE ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
11,659 | $1,023,310 | |
| 2 | EIX |
Edison International
|
3,609 | $268,690 |
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,310 | 11,659 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,082,887 | 11,659 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $935,984 | 11,659 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $880,137 | 11,659 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $601,107 | 8,659 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $607,810 | 8,574 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $568,071 | 7,924 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $669,815 | 7,924 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $561,098 | 7,924 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $504,825 | 7,899 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $421,474 | 6,939 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $338,240 | 5,904 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||