Embree Financial Group’s NextEra Energy NEE Stock Holding History

Embree Financial Group’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	$517K	Buy	5,889 +38	+0.6%	+$3.44K	0.05%	167
2026 Q1	$543K	Buy	5,851 +1,234	+27%	+$110K	0.06%	150
2025 Q4	$371K	Sell	4,617 -42	-0.9%	-$3.48K	0.05%	170
2025 Q3	$352K	Buy	4,659 +162	+4%	+$11.8K	0.05%	166
2025 Q2	$312K	Sell	4,497 -3,985	-47%	-$277K	0.05%	171
2025 Q1	$601K	Buy	8,482 +49	+0.6%	+$3.46K	0.1%	121
2024 Q4	$605K	Buy	8,433 +512	+6%	+$39.8K	0.1%	115
2024 Q3	$670K	Buy	7,921 +32	+0.4%	+$2.5K	0.12%	105
2024 Q2	$559K	Sell	7,889 -105	-1%	-$7.45K	0.11%	107
2024 Q1	$511K	Sell	7,994 -35	-0.4%	-$2.05K	0.1%	118
2023 Q4	$488K	Buy	+8,029	New	+$458K	0.1%	113

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Embree Financial Group's NEE Position: Q2 2026 in Review

Embree Financial Group increased its NextEra Energy (NEE) stake by 0.65% in Q2 2026, buying an estimated $3.44K and bringing the position to 5,889 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #167.

Embree Financial Group first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $670K in Q3 2024. 1,743 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Embree Financial Group held 5,889 shares of NextEra Energy worth $517K as of Q2 2026.
Embree Financial Group bought 38 NextEra Energy shares in Q2 2026, an estimated $3.44K.
NextEra Energy made up 0.05% of Embree Financial Group's portfolio in Q2 2026, its #167 holding.
Embree Financial Group first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's NextEra Energy position peaked at $670K in Q3 2024.
1,743 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.