EWM
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Empirical Wealth Management’s NextEra Energy NEE Stock Holding History

Empirical Wealth 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
Q2 		$2.77M Buy
31,565
+1,805
+6% +$163K 0.04% 230
2026
Q1 		$2.76M Buy
29,760
+9,265
+45% +$824K 0.05% 215
2025
Q4 		$1.65M Buy
20,495
+1,094
+6% +$90.6K 0.03% 269
2025
Q3 		$1.46M Buy
19,401
+206
+1% +$15.1K 0.03% 278
2025
Q2 		$1.33M Sell
19,195
-585
-3% -$40.6K 0.03% 278
2025
Q1 		$1.4M Buy
19,780
+349
+2% +$24.6K 0.04% 261
2024
Q4 		$1.39M Sell
19,431
-4,732
-20% -$368K 0.04% 240
2024
Q3 		$2.04M Buy
24,163
+997
+4% +$77.8K 0.06% 188
2024
Q2 		$1.64M Buy
23,166
+3,301
+17% +$234K 0.05% 201
2024
Q1 		$1.27M Buy
19,865
+7,749
+64% +$454K 0.04% 229
2023
Q4 		$736K Buy
12,116
+331
+3% +$18.9K 0.02% 271
2023
Q3 		$675K Sell
11,785
-465
-4% -$32.2K 0.03% 265
2023
Q2 		$909K Buy
12,250
+223
+2% +$16.9K 0.04% 236
2023
Q1 		$927K Sell
12,027
-378
-3% -$29.1K 0.04% 227
2022
Q4 		$1.04M Buy
12,405
+424
+4% +$34.3K 0.05% 205
2022
Q3 		$939K Buy
11,981
+1,148
+11% +$97.4K 0.05% 203
2022
Q2 		$839K Sell
10,833
-237
-2% -$18K 0.04% 226
2022
Q1 		$938K Sell
11,070
-215
-2% -$17.2K 0.05% 226
2021
Q4 		$1.05M Buy
11,285
+4,688
+71% +$405K 0.05% 208
2021
Q3 		$518K Sell
6,597
-629
-9% -$50.7K 0.03% 293
2021
Q2 		$529K Sell
7,226
-113
-2% -$8.48K 0.03% 295
2021
Q1 		$555K Buy
7,339
+554
+8% +$43.2K 0.04% 237
2020
Q4 		$523K Buy
6,785
+421
+7% +$31.5K 0.04% 247
2020
Q3 		$442K Sell
6,364
-768
-11% -$53K 0.04% 230
2020
Q2 		$428K Sell
7,132
-92
-1% -$5.51K 0.04% 230
2020
Q1 		$434K Sell
7,224
-112
-2% -$7.04K 0.05% 199
2019
Q4 		$444K Buy
7,336
+2,956
+67% +$173K 0.05% 205
2019
Q3 		$255K Hold
4,380
– – 0.03% 248
2019
Q2 		$224K Buy
4,380
+240
+6% +$11.8K 0.03% 241
2019
Q1 		$200K Buy
+4,140
New +$189K 0.03% 227

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Empirical Wealth Management's NEE Position: Q2 2026 in Review

Empirical Wealth Management increased its NextEra Energy (NEE) stake by 6.1% in Q2 2026, buying an estimated $163K and bringing the position to 31,565 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #230.

Empirical Wealth Management first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Empirical Wealth Management held 31,565 shares of NextEra Energy worth $2.77M as of Q2 2026.
  • Empirical Wealth Management bought 1,805 NextEra Energy shares in Q2 2026, an estimated $163K.
  • NextEra Energy made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Empirical Wealth Management first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.