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
2023 Q1	–	Sell	-6,407	Closed	-$536K	–	647
2022 Q4	$536K	Buy	+6,407	New	+$518K	0.04%	348

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empowered Funds's NEE Position: Q2 2026 in Review

Empowered Funds increased its NextEra Energy (NEE) stake by 32% in Q2 2026, buying an estimated $4.2M and bringing the position to 193,590 shares worth $17M. The position accounts for 0.09% of the portfolio, ranked #235.

Empowered Funds first reported a position in NEE in Q4 2020 and has held it in 16 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Empowered Funds held 193,590 shares of NextEra Energy worth $17M as of Q2 2026.
Empowered Funds bought 46,441 NextEra Energy shares in Q2 2026, an estimated $4.2M.
NextEra Energy made up 0.09% of Empowered Funds's portfolio in Q2 2026, its #235 holding.
Empowered Funds first reported a position in NextEra Energy in Q4 2020 and has held it in 16 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.