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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empire Financial Management Company's NEE Position: Q1 2026 in Review

Empire Financial Management Company reduced its NextEra Energy (NEE) stake by 0.33% in Q1 2026, selling an estimated $6.22K and leaving 21,243 shares worth $1.97M. The position accounts for 0.45% of the portfolio, ranked #68.

Empire Financial Management Company first reported a position in NEE in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Empire Financial Management Company held 21,243 shares of NextEra Energy worth $1.97M as of Q1 2026.
Empire Financial Management Company sold 70 NextEra Energy shares in Q1 2026, an estimated $6.22K.
NextEra Energy made up 0.45% of Empire Financial Management Company's portfolio in Q1 2026, its #68 holding.
Empire Financial Management Company first reported a position in NextEra Energy in Q1 2023 and has held it in 11 quarters since.
Empire Financial Management Company's NextEra Energy position peaked at $2.79M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.