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EP Wealth Advisors’s NextEra Energy NEE Stock Holding History

EP Wealth Advisors’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 		$59.9M Sell
644,609
-156,355
-20% -$13.9M 0.29% 56
2025
Q4 		$64.3M Buy
+800,964
New +$66.3M 0.33% 52
2025
Q2 		$67.9M Sell
977,659
-38,981
-4% -$2.71M 0.45% 44
2025
Q1 		$72.1M Sell
1,016,640
-21,642
-2% -$1.53M 0.58% 36
2024
Q4 		$74.4M Sell
1,038,282
-18,723
-2% -$1.45M 0.61% 34
2024
Q3 		$89.3M Sell
1,057,005
-104,253
-9% -$8.14M 0.77% 28
2024
Q2 		$82.2M Sell
1,161,258
-48,708
-4% -$3.46M 0.87% 24
2024
Q1 		$77.3M Buy
1,209,966
+15,199
+1% +$890K 0.9% 25
2023
Q4 		$72.6M Sell
1,194,767
-22,140
-2% -$1.26M 0.93% 25
2023
Q3 		$69.7M Buy
1,216,907
+1,211,123
+20,939% +$83.8M 1.08% 20
2023
Q2 		$91.1M Sell
5,784
-6,490,462
-100% -$491M 1.31% 12
2023
Q1 		$322M Buy
6,496,246
+6,427,979
+9,416% +$494M 5.54% 3
2022
Q4 		$5.71M Sell
68,267
-1,092
-2% -$88.2K 0.1% 118
2022
Q3 		$5.44M Buy
69,359
+41,925
+153% +$3.56M 0.12% 110
2022
Q2 		$2.13M Buy
27,434
+2,274
+9% +$173K 0.05% 188
2022
Q1 		$2.13M Sell
25,160
-1,310
-5% -$105K 0.05% 197
2021
Q4 		$2.47M Buy
26,470
+425
+2% +$36.7K 0.06% 167
2021
Q3 		$2.04M Buy
26,045
+1,589
+6% +$128K 0.06% 163
2021
Q2 		$1.79M Buy
24,456
+6,604
+37% +$496K 0.05% 188
2021
Q1 		$1.35M Buy
17,852
+447
+3% +$34.9K 0.04% 202
2020
Q4 		$1.34M Sell
17,405
-615
-3% -$46K 0.05% 161
2020
Q3 		$1.25M Buy
18,020
+684
+4% +$47.2K 0.05% 147
2020
Q2 		$1.04M Sell
17,336
-2,112
-11% -$126K 0.04% 171
2020
Q1 		$1.17M Buy
19,448
+3,832
+25% +$241K 0.06% 155
2019
Q4 		$945K Buy
15,616
+9,432
+153% +$551K 0.04% 202
2019
Q3 		$360K Buy
6,184
+88
+1% +$4.76K 0.02% 254
2019
Q2 		$312K Sell
6,096
-48
-0.8% -$2.36K 0.02% 237
2019
Q1 		$297K Sell
6,144
-1,084
-15% -$49.6K 0.03% 205
2018
Q4 		$314K Buy
7,228
+636
+10% +$27.8K 0.02% 205
2018
Q3 		$276K Buy
6,592
+1,340
+26% +$57K 0.02% 229
2018
Q2 		$219K Buy
5,252
+68
+1% +$2.75K 0.02% 176
2018
Q1 		$212K Sell
5,184
-796
-13% -$30.7K 0.02% 196
2017
Q4 		$233K Buy
5,980
+420
+8% +$16.2K 0.02% 173
2017
Q3 		$204K Buy
+5,560
New +$204K 0.02% 170
2016
Q1 		– Sell
-13,324
Closed -$346K – 157
2015
Q4 		$346K Sell
13,324
-4,048
-23% -$102K 0.06% 113
2015
Q3 		$424K Sell
17,372
-160
-0.9% -$4.07K 0.08% 87
2015
Q2 		$430K Buy
17,532
+3,680
+27% +$93.5K 0.08% 75
2015
Q1 		$360K Sell
13,852
-14,340
-51% -$378K 0.07% 88
2014
Q4 		$749K Sell
28,192
-516
-2% -$13K 0.12% 69
2014
Q3 		$674K Hold
28,708
– – 0.11% 60
2014
Q2 		$735K Hold
28,708
– – 0.17% 52
2014
Q1 		$686K Hold
28,708
– – 0.19% 50
2013
Q4 		$614K Sell
28,708
-2,048
-7% -$43.2K 0.16% 61
2013
Q3 		$616K Buy
30,756
+424
+1% +$8.75K 0.19% 55
2013
Q2 		$618K Buy
+30,332
New +$602K 0.22% 45

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

EP Wealth Advisors's NEE Position: Q1 2026 in Review

EP Wealth Advisors reduced its NextEra Energy (NEE) stake by 20% in Q1 2026, selling an estimated $13.9M and leaving 644,609 shares worth $59.9M. The position accounts for 0.29% of the portfolio, ranked #56.

EP Wealth Advisors first reported a position in NEE in Q2 2013 and has held it in 45 quarters since. The position peaked at $322M in Q1 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • EP Wealth Advisors held 644,609 shares of NextEra Energy worth $59.9M as of Q1 2026.
  • EP Wealth Advisors sold 156,355 NextEra Energy shares in Q1 2026, an estimated $13.9M.
  • NextEra Energy made up 0.29% of EP Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • EP Wealth Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 45 quarters since.
  • EP Wealth Advisors's NextEra Energy position peaked at $322M in Q1 2023.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.