Empirical Asset Management’s NextEra Energy NEE Stock Holding History

Empirical Asset 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 Q1	–	Sell	-11,791	Closed	-$143K	–	419
2025 Q4	$143K	Sell	11,791 -22	-0.2%	-$1.82K	0.04%	336
2025 Q3	$136K	Buy	+11,813	New	+$863K	0.04%	351
2025 Q1	–	Sell	-75,729	Closed	-$217K	–	411
2024 Q4	$217K	Buy	75,729 +55,505	+274%	+$4.31M	0.07%	296
2024 Q3	$187K	Buy	20,224 +358	+2%	+$27.9K	0.07%	272
2024 Q2	$134K	Buy	+19,866	New	+$1.41M	0.05%	315

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

Empirical Asset Management's NEE Position: Q1 2026 in Review

Empirical Asset Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 11,791 shares — an estimated $143K sold.

Empirical Asset Management first reported a position in NEE in Q2 2024 and held it in 5 quarters. The position peaked at $217K in Q4 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Empirical Asset Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Empirical Asset Management sold 11,791 NextEra Energy shares in Q1 2026, an estimated $143K.
Empirical Asset Management first reported a position in NextEra Energy in Q2 2024 and held it in 5 quarters.
Empirical Asset Management's NextEra Energy position peaked at $217K in Q4 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.