Empirical Wealth Management’s NextEra Energy NEE Stock Holding History
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
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. 3,042 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.
- 3,042 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.