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Empire Financial Management Company’s NextEra Energy NEE Stock Holding History

Empire Financial Management Company’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 		– Sell
-21,243
Closed -$1.97M – 190
2026
Q1 		$1.97M Sell
21,243
-70
-0.3% -$6.22K 0.45% 68
2025
Q4 		$1.71M Buy
+21,313
New +$1.77M 0.37% 82
2025
Q2 		– Sell
-6,719
Closed -$476K – 205
2025
Q1 		$476K Sell
6,719
-28,367
-81% -$2M 0.15% 145
2024
Q4 		$2.52M Buy
35,086
+2,024
+6% +$157K 0.78% 36
2024
Q3 		$2.79M Buy
33,062
+1,293
+4% +$101K 0.86% 35
2024
Q2 		$2.25M Buy
31,769
+889
+3% +$63.1K 0.74% 40
2024
Q1 		$1.97M Buy
30,880
+6,774
+28% +$397K 0.65% 50
2023
Q4 		$1.46M Buy
24,106
+1,652
+7% +$94.1K 0.57% 56
2023
Q3 		$1.29M Buy
22,454
+455
+2% +$31.5K 0.56% 55
2023
Q2 		$1.63M Buy
21,999
+1,823
+9% +$138K 0.65% 50
2023
Q1 		$1.56M Buy
+20,176
New +$1.55M 0.63% 52

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 $3.38T AUM 44.17% 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

Empire Financial Management Company's NEE Position: Q2 2026 in Review

Empire Financial Management Company sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 21,243 shares — an estimated $1.97M sold.

Empire Financial Management Company first reported a position in NEE in Q1 2023 and held it in 11 quarters. The position peaked at $2.79M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Empire Financial Management Company reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 21,243 NextEra Energy shares in Q2 2026, an estimated $1.97M.
  • Empire Financial Management Company first reported a position in NextEra Energy in Q1 2023 and held it in 11 quarters.
  • Empire Financial Management Company's NextEra Energy position peaked at $2.79M in Q3 2024.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.