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Essex Financial Services’s NextEra Energy NEE Stock Holding History

Essex Financial Services’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 		$4.05M Buy
43,638
+1,434
+3% +$127K 0.23% 96
2025
Q4 		$3.39M Sell
42,204
-6,368
-13% -$527K 0.19% 112
2025
Q3 		$3.67M Buy
48,572
+4,698
+11% +$343K 0.22% 97
2025
Q2 		$3.05M Sell
43,874
-396
-0.9% -$27.5K 0.2% 115
2025
Q1 		$3.14M Buy
44,270
+242
+0.5% +$17.1K 0.23% 100
2024
Q4 		$3.16M Sell
44,028
-792
-2% -$61.5K 0.22% 101
2024
Q3 		$3.75M Sell
44,820
-345
-0.8% -$26.9K 0.27% 84
2024
Q2 		$3.5M Buy
45,165
+18,584
+70% +$1.32M 0.26% 86
2024
Q1 		$1.7M Buy
26,581
+1,130
+4% +$66.2K 0.16% 135
2023
Q4 		$1.55M Sell
25,451
-510
-2% -$29.1K 0.16% 131
2023
Q3 		$1.49M Buy
25,961
+323
+1% +$22.4K 0.17% 126
2023
Q2 		$1.9M Buy
25,638
+156
+0.6% +$11.8K 0.22% 101
2023
Q1 		$1.96M Buy
25,482
+1,471
+6% +$113K 0.21% 110
2022
Q4 		$2.01M Sell
24,011
-359
-1% -$29K 0.21% 102
2022
Q3 		$1.91M Buy
24,370
+310
+1% +$26.3K 0.23% 100
2022
Q2 		$1.86M Sell
24,060
-855
-3% -$65.1K 0.21% 109
2022
Q1 		$2.11M Buy
24,915
+627
+3% +$50.2K 0.2% 111
2021
Q4 		$2.27M Sell
24,288
-535
-2% -$46.2K 0.22% 96
2021
Q3 		$1.95M Buy
24,823
+11,892
+92% +$959K 0.22% 104
2021
Q2 		$978K Hold
12,931
– – 0.14% 153
2021
Q1 		$978K Sell
12,931
-5,321
-29% -$415K 0.18% 130
2020
Q4 		$1.41M Buy
18,252
+396
+2% +$29.6K 0.28% 88
2020
Q3 		$1.24M Buy
17,856
+2,088
+13% +$144K 0.3% 79
2020
Q2 		$947K Sell
15,768
-888
-5% -$53.2K 0.29% 85
2020
Q1 		$1M Buy
16,656
+600
+4% +$37.7K 0.36% 73
2019
Q4 		$972K Sell
16,056
-76
-0.5% -$4.44K 0.27% 89
2019
Q3 		$940K Buy
16,132
+556
+4% +$30.1K 0.3% 85
2019
Q2 		$798K Buy
15,576
+840
+6% +$41.3K 0.24% 91
2019
Q1 		$712K Sell
14,736
-624
-4% -$28.5K 0.22% 96
2018
Q4 		$667K Sell
15,360
-1,632
-10% -$71.4K 0.2% 104
2018
Q3 		$712K Buy
16,992
+400
+2% +$17K 0.16% 124
2018
Q2 		$693K Buy
16,592
+1,000
+6% +$40.4K 0.17% 123
2018
Q1 		$637K Sell
15,592
-1,108
-7% -$42.7K 0.12% 170
2017
Q4 		$652K Sell
16,700
-404
-2% -$15.6K 0.16% 130
2017
Q3 		$627K Buy
17,104
+1,176
+7% +$43.1K 0.15% 134
2017
Q2 		$558K Sell
15,928
-8,600
-35% -$294K 0.12% 173
2017
Q1 		$787K Buy
24,528
+692
+3% +$21.8K 0.18% 124
2016
Q4 		$712K Sell
23,836
-2,016
-8% -$60.2K 0.15% 138
2016
Q3 		$791K Sell
25,852
-236
-0.9% -$7.43K 0.19% 123
2016
Q2 		$850K Buy
26,088
+892
+4% +$26.8K 0.21% 111
2016
Q1 		$745K Sell
25,196
-1,020
-4% -$28.6K 0.18% 124
2015
Q4 		$681K Hold
26,216
– – 0.16% 141
2015
Q3 		$639K Buy
26,216
+3,876
+17% +$98.6K 0.17% 139
2015
Q2 		$548K Sell
22,340
-4
-0% -$102 0.14% 167
2015
Q1 		$581K Sell
22,344
-184
-0.8% -$4.85K 0.15% 159
2014
Q4 		$599K Sell
22,528
-4
-0% -$101 0.16% 154
2014
Q3 		$529K Buy
22,532
+600
+3% +$14.5K 0.16% 151
2014
Q2 		$562K Sell
21,932
-2,012
-8% -$48.9K 0.17% 143
2014
Q1 		$572K Buy
23,944
+6,000
+33% +$136K 0.19% 127
2013
Q4 		$384K Sell
17,944
-832
-4% -$17.5K 0.13% 165
2013
Q3 		$376 Buy
18,776
+2,264
+14% +$46.7K 0.12% 160
2013
Q2 		$336K Buy
+16,512
New +$328K 0.12% 174

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

Essex Financial Services's NEE Position: Q1 2026 in Review

Essex Financial Services increased its NextEra Energy (NEE) stake by 3.4% in Q1 2026, buying an estimated $127K and bringing the position to 43,638 shares worth $4.05M. The position accounts for 0.23% of the portfolio, ranked #96.

Essex Financial Services first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Essex Financial Services held 43,638 shares of NextEra Energy worth $4.05M as of Q1 2026.
  • Essex Financial Services bought 1,434 NextEra Energy shares in Q1 2026, an estimated $127K.
  • NextEra Energy made up 0.23% of Essex Financial Services's portfolio in Q1 2026, its #96 holding.
  • Essex Financial Services first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.