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Empowered Funds’s NextEra Energy NEE Stock Holding History

Empowered Funds’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 		$13.7M Buy
147,149
+21,600
+17% +$1.92M 0.09% 250
2025
Q4 		$10.1M Buy
125,549
+27,612
+28% +$2.29M 0.17% 135
2025
Q3 		$7.39M Buy
97,937
+33,953
+53% +$2.48M 0.07% 353
2025
Q2 		$4.44M Sell
63,984
-114
-0.2% -$7.92K 0.05% 476
2025
Q1 		$4.54M Buy
64,098
+18,532
+41% +$1.31M 0.06% 414
2024
Q4 		$3.27M Buy
45,566
+5,831
+15% +$453K 0.05% 524
2024
Q3 		$3.36M Buy
39,735
+2,974
+8% +$232K 0.05% 491
2024
Q2 		$2.6M Sell
36,761
-23,802
-39% -$1.69M 0.05% 522
2024
Q1 		$3.87M Buy
60,563
+10,732
+22% +$629K 0.07% 387
2023
Q4 		$3.03M Buy
49,831
+15,832
+47% +$902K 0.08% 382
2023
Q3 		$1.95M Buy
33,999
+17,423
+105% +$1.21M 0.06% 460
2023
Q2 		$1.23M Buy
16,576
+6,584
+66% +$498K 0.04% 554
2023
Q1 		$770K Buy
+9,992
New +$768K 0.05% 339
2021
Q2 		– Sell
-6,399
Closed -$494K – 271
2021
Q1 		$494K Hold
6,399
– – 0.09% 157
2020
Q4 		$494K Buy
+6,399
New +$479K 0.09% 157

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empowered Funds's NEE Position: Q1 2026 in Review

Empowered Funds increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $1.92M and bringing the position to 147,149 shares worth $13.7M. The position accounts for 0.09% of the portfolio, ranked #250.

Empowered Funds first reported a position in NEE in Q4 2020 and has held it in 15 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Empowered Funds held 147,149 shares of NextEra Energy worth $13.7M as of Q1 2026.
  • Empowered Funds bought 21,600 NextEra Energy shares in Q1 2026, an estimated $1.92M.
  • NextEra Energy made up 0.09% of Empowered Funds's portfolio in Q1 2026, its #250 holding.
  • Empowered Funds first reported a position in NextEra Energy in Q4 2020 and has held it in 15 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.