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 $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

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.